Growing up with parents who were career educators and possessing a strong altruistic mindset, helping people has always been the foundation of Charles’ life. As a Wealth Manager with Atlanta Financial Associates, Charles focuses on helping clients attain the future they dream about by providing a tangible and realistic path forward and being a financial confidant along that journey.
With over twelve years of industry experience and a decade of work with the clients of Atlanta Financial, Charles specializes in retirement and education planning for government employees through Atlanta Financials’ GovtFITTM Process. Additionally, he works within the DivorceFITTM team, which plans for the financial implications of those experiencing divorce, and embraces a special passion for helping young professionals make truly impactful money decisions through the YPFIT™ Process, which addresses common challenges such as budgeting, cash flow, and debt management strategies.
Charles is a CERTIFIED FINANCIAL PLANNER™ professional, and, in addition to the CFP® certification, is an Accredited Investment Fiduciary (AIF®). He also holds his life and health insurance licenses. Charles proudly serves on Atlanta Financials’ Investment Planning Committee, where he works closely with the managing principals of the firm to construct, monitor, and implement the firm’s investment philosophy.
Charles graduated from the University of Georgia earning a Bachelor of Science in Family and Consumer Sciences Education with a concentration in Family Financial Planning. In addition to completing a rigorous financial planning internship while at UGA, he gained valuable experience during the next two years with a boutique financial planning firm located in the heart of Athens, where he specialized in investment management, portfolio analysis, and insurance needs analysis.
Around the office, Charles is honored to be one of the hosts and frequent contributors to the popular AFA podcast, “FIT Perspectives,” and prides himself on bringing a bit of inspiration to his colleagues with his attention to detail, sense of humor, and affinity for Sinatra tunes and colorful bow ties. Outside of the office, Charles cherishes his time with his wife, Erin, their two children, Everett and Connolly, and dogs, Maggie and Lillie. He is actively involved in Northpoint Community Church and currently volunteers as a small group leader for young men attending Alpharetta High School. In his spare time, Charles enjoys a good round of golf, supporting UGA athletics, watching movies, and working in the yard.