Charles has over 10 years of experience in the financial planning industry. He has spent much of that time working within the medical and veterinary communities, helping MDs and DVMs to understand the fundamentals of building a well-rounded portfolio and navigate all aspects of retirement planning. He has had the privilege of speaking with VBMA chapters across the country and serves as Treasurer and a board member for the Wisconsin Veterinary Medical Foundation. Charles joined Wealth Enhancement Group in 2022 and is excited to continue applying his knowledge of sustainable retirement income strategies and helping clients achieve their goals. As a Madison native, you can find Charles spending his free time with family and friends, in addition to reading and participating on many different sports teams. His 3-point jumper is feared by many people because it’s basically un-guardable.