Chuck has been in the financial services industry since 2002 and joined Merrill Lynch Wealth Management in 2007. He helps families create a complete and easy to understand financial strategy; complex enough to achieve their goals, yet not so complicated as to cause uncertainty or undue concern. By asking important questions, listening intently, and compassionately acting on a client's behalf he provides advice, guidance, and the level of comfort that comes from the certainty of knowing that they are being served by not only a financial professional, but a caring friend, who is focused first and foremost on their families well being.

The true measure of wealth is in the breadth of the positive and lasting effect that you can have on those you love. Chuck excels at framing a financial circumstance that helps clients prepare for and enjoy births, graduations, weddings, celebrations, travel, and retirement. When personal tragedy, loss, incapacitation and the lesser speed bumps of life arrive, Chuck is there to provide stability and a way ahead.

Over a 25 year career Chuck served first as a Marine, and then a Naval Officer. He holds a Bachelor of Science degree from The Embry Riddle Aeronautical University, an M.B.A. from Old Dominion University, and is a graduate of the Naval War College. Chuck is married and has two adult children.