Charlie started his financial career on the customer service side. After two years, Charlie determined that there was more he could be doing to help people with their questions than short phone calls allowed, leading him to pursue this partnership with OneIndiana. He values a relationship-first approach: you need to like your financial professional if you're going to like working with them! With the relationship at the center, Charlie's goal is to help his clients achieve not just their financial security, but their full financial freedom and enjoyment.
Charlie holds a B.A. in History with Minors in Business and Spanish from Indiana University. He holds his Indiana Life and Health Insurance License.
Charlie lives on the north side of Indianapolis, having grown up in Fishers. He loves the Hoosiers, the Pacers, the Colts, and the Reds, and has even been known to cheer for the Eagles. He plays and coaches Ultimate Frisbee, and is the lead commentator for the Indianapolis Red.