Charles is a thoughtful and solutions-driven Private Wealth Advisor dedicated to helping professionals, families, and business owners achieve financial clarity and confidence. He brings a client-first philosophy to every relationship, designing personalized strategies that reflect your values, goals, and long-term vision.
With a strong foundation in research and a disciplined, tax-aware investment approach, Charles provides comprehensive guidance across investment management, retirement planning, estate and legacy strategies, and risk management. His mission is to empower you to live intentionally by crafting flexible, forward-thinking financial plans and serving as a dependable, transparent fiduciary partner every step of the way.
Charles approaches each relationship with a discovery-driven process, designed to uncover opportunities, identify planning gaps, and tailor recommendations to your risk tolerance, time horizon, and lifestyle goals.
Areas of specialization include:
- Investment Management
- Estate Planning
- Insurance Consulting
- Family Office Services
- Retirement Planning
- Cash Flow Management
- Investment Allocation
Charles studied Finance and Biology while playing collegiate baseball at Clark College and Louisiana State University Shreveport (LSUS). His experience as a student-athlete instilled the discipline, focus, and resilience that now define his approach to wealth management. He holds Series 7 and 66 licenses.
Charles lives in Gig Harbor, WA, with his fiancé Olivia and their dogs, Jupiter & Nova. Outside the office, Charles enjoys staying active at the gym, exploring the outdoors, and connecting with his community.