Charles brings a dedicated, solutions-oriented mindset to wealth management. As a Private Wealth Advisor, he believes in putting clients first and builds each financial plan around their unique goals and values. His work blends disciplined research, tax-aware investment strategies, and long-term retirement and estate planning to help individuals, families, and business owners preserve and grow their wealth with confidence.
Charles studied science and finance while playing collegiate baseball at Clark College and LSUS, where he developed the competitive mindset and discipline that now guides his work. He holds Series 7 and 66 licenses.
Outside the office, Charles lives in Gig Harbor and enjoys spending time with his dogs, his wife Olivia, and staying active in the gym.