About Charles
Charles serves a variety of constituents. He supports the firm’s wealth advisory team as a subject matter resource, is the main point of contact for the firm’s retirement plan clients and provides retirement plan participants with investment education by facilitating group meetings and one-on-one consultations.
Outside of work, Charles has been an active community volunteer since high school. Currently, he mentors teens as a longtime volunteer with Big Brothers and Big Sisters of Eastern Missouri.
Education and Professional Milestones
-Missouri State University - bachelor’s degree in business
-Prior to Focus Partners Wealth, worked at Edward Jones in retirement planning
Charles serves a variety of constituents. He supports the firm’s wealth advisory team as a subject matter resource, is the main point of contact for the firm’s retirement plan clients and provides retirement plan participants with investment education by facilitating group meetings and one-on-one consultations.
Outside of work, Charles has been an active community volunteer since high school. Currently, he mentors teens as a longtime volunteer with Big Brothers and Big Sisters of Eastern Missouri.
Education and Professional Milestones
-Missouri State University - bachelor’s degree in business
-Prior to Focus Partners Wealth, worked at Edward Jones in retirement planning