Check the background of our investment professionals on FINRA’s BrokerCheck


Charlie joined the team in September of 2018 as a para planner, which means lots of interaction with the clients and financial institutions in order to provide answers to the clients and create and maintain their financial plans.

A graduate of Salisbury University, Charlie holds the Series 7, 66, and Life, Health & Annuities Insurance licenses. He has six years of experience at T. Rowe Price and Morgan Stanley.

He lives in Towson at Loch Raven Village and enjoys soccer, golf and going up to West Ocean City with family.


Call For A Free 1-Hour Consultation Contact Us For A Free 1-Hour Consultation