Overview
Charlie began his career in the financial services industry at 19 by securing a college internship with an advisor in Manhattan, Kansas. By his junior year of college, he had already obtained his Series 7 and 66 licenses and started working at a boutique advisory firm while he finished his degree in Financial Planning. At his previous firm, Charlie specialized in helping McDonald’s owners and their next generation make efficient use of cashflow from their business to achieve financial independence. He currently works with around 125 McDonald’s operators across the country at all stages of their career from Next Gen to years into retirement.
Experience
Charlie has gained broad experience through formal education, professional accreditation, and real-world experience. He regularly advises clients on topics including family dynamics around leaving a legacy, managing the emotional aspects of wealth and investing, balancing short & long-term goals, and confidently making the decision to sell their business just to name a few.
Education & Affiliations
Charlie earned a Bachelor’s degree in Personal Financial Planning from Kansas State University and a Master’s in Business Administration from Baker University. He is a CERTIFIED FINANCIAL PLANNER™ Professional and a CERTIFIED PRIVATE WEALTH ADVISOR®.