Charlie has over 20 years of experience in financial services. His clients consist of individuals and successful business owners who rely on his services in the areas of accumulating, protecting and passing along wealth.
Charlie utilizes a mix of investment and insurance products to help guide his clients' decisions. Charlie is a registered representative with Cambridge Investment Research, has successfully completed the FINRA sponsored series 6, 63 examinations and is a Certified Long Term Care Specialist.
Charlie lives in Crofton, Maryland and enjoys spending time with his two sons, extended family members, and a large group of wonderful friends.