Charlie has over 35 years of experience in the financial services and investment industry assisting clients. Charlie holds the designation as a Certified Financial Planner™ (CFP®) and Certified Fund Specialist™ (CFS™). He is a frequent guest lecturer and financial educator speaking to groups including the Alabama Power Company, United States Department of the Treasury, Birmingham-Southern College, the United Methodist Church, Regions Bank, Brookwood Baptist Hospital, and University of Alabama at Birmingham.
Charlie is an alumnus of Birmingham-Southern College and the University of Alabama School of Law. Additionally, Charlie is an IRA approved tax services.
Pension and retirement planning are critical components in the financial planning process. Charlie specializes in planning, implementing, and monitoring investments and financial plans to work towards a secure and successful financial future.