Charlie's financial planning and investment experience help him address the needs of successful business and community leaders and their families. His technical expertise and management skills help him address a client’s overall financial health, encouraging them to focus on their talents and the goals they have set for themselves. Charles was also a Five Star Wealth Manager Award Recipient (2020)*

Charlie is actively involved in a variety of organizations, including Mt. Vernon Presbyterian Church, where he is an Elder and Chairman of the Finance Committee and a member of the church Foundation Grant Committee. He also serves as Vice Chair on the board of Los Niños Primero and heads up the Scholarship Committee. As a lifelong Atlantan, Charlie is an avid Atlanta Braves baseball and University of Georgia football fan. In his free time he enjoys being with his wife Lisa, their three children and five grandchildren.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2020 FIVE STAR Wealth Managers.. Awarded 9/01/20 for the period of 12/23/19 - 7/10/20.