As a Wealth Manager, Chuck takes the time to examine each client's individual values, interests, relationships and goals. With a passion for educating, Chuck also offers educational seminars, classes and workshops for his clients. Chuck began his career in 1983 as an Investment Representative with a large insurance company.
He received his B.S. Degree in Chemical Engineering from the University of Tulsa. Chuck furthered his education in the Financial Planning industry by obtaining his CLU, ChFC, CFP and LUTCF from the College of Financial Planning. He also holds Series 7, 65 and 24 securities registrations. With a focus on meeting each client's goals, Chuck is qualified to lead his clients on their Wealth Management journey.
He received his B.S. Degree in Chemical Engineering from the University of Tulsa. Chuck furthered his education in the Financial Planning industry by obtaining his CLU, ChFC, CFP and LUTCF from the College of Financial Planning. He also holds Series 7, 65 and 24 securities registrations. With a focus on meeting each client's goals, Chuck is qualified to lead his clients on their Wealth Management journey.
Services
A strong planning process is the best way to create a financial security plan. It is crucial to create a financial plan that protects your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.
Managing your finances is an important component to any financial security plan. Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis. From mortgage payments to tax savings, we can help you manage your money as effectively as possible, given your personal situation.
The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner's surviving family. The business is concerned with gaining control of the deceased partner's interest at a fair price so that it can continue operations without interference from the surviving family members.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune. Many of the institutions of art, sciences and education are supported in large part by those who want to give something back in appreciation for their contributions to the community or the individuals themselves.
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