Chuck brings two decades of financial industry experience. He served as vice president and regional director at Lincoln Financial Distributors, Inc., and as regional vice president at Ivy Distributors, Inc., before moving to Signature Wealth in 2021.
Chuck's expertise covers charitable foundation planning, estate planning, mutual funds, annuities, education planning, and portfolio construction. He assists corporations, families, and non-profit organizations with wealth management.
Before his journey in the financial industry, Chuck proudly served as a paratrooper and interrogator with the U.S. Army, with postings in Fort Bragg, NC, and service in Bosnia and Russia. Now, in his leisure time, Chuck enjoys time with his family, as well as fitness, yoga, and chess.