As an associate advisor with Atlanta Financial Associates, Charles's client-centered focus and constant thirst for knowledge have produced a distinct combination of competence and compassion for the clients he serves. His expertise includes strategies that span the generations. He spends the majority of his time helping pre-retirees accumulate wealth and plan for retirement and their children’s education and assisting retirees with tailored income strategies.
In addition, he has a special passion for helping the “next” generation of his clients’ children with common issues such as budgeting, cash flow, and debt management strategies. Charles also has an active role on the firm’s investment planning committee, where he works with the managing principals of the firm to construct, monitor, and implement the company’s asset allocation models.
Charles is a CERTIFIED FINANCIAL PLANNER™ professional and associate advisor with Atlanta Financial and has been providing comprehensive wealth management services to high-net-worth individuals and families since 2008. As a registered representative of Commonwealth Financial Network®, Charles holds numerous designations and registrations in addition to his CFP® certification, including his FINRA Series 7 and 66 securities registrations; his life, health, and sickness insurance licenses; and his variable products license.
Charles graduated from the University of Georgia in the fall of 2008, earning a BSFCS in family financial planning. In addition to completing a rigorous financial planning internship while at Georgia, he gained valuable experience during the next two years with Howell Financial Group, where he specialized in investment management, portfolio analysis, and insurance needs analysis.
Around the office, Charles prides himself on bringing a bit of inspiration to his colleagues with his attention to detail, sense of humor, and affinity for colorful bow ties. Outside of the office, when not cheering on the Dawgs, Charles spends his spare time playing golf and coaching youth baseball and football. Currently residing in Roswell, Georgia, Charles and his wife, Erin, attend North Point Community Church and were married in the spring of 2015.