Originally from Maple Grove, Minnesota, Charlie is a Wealth Advisor with Strategic Wealth Group. After gaining experience at Fidelity Investments, he chose to pivot toward a more personal, relationship-driven approach with advising. Charlie is passionate about truly getting to know clients, their values, goals, and concerns—and partnering with them through every stage of life.
Charlie specializes in holistic financial planning, with a focus on retirement, tax, estate, and cash flow planning. His goal is to help clients make confident, informed decisions so they can enjoy financial clarity and confidence.
He has earned his CFP® and degree in Economics with a Finance emphasis from Gustavus Adolphus College. Today, Charlie lives in Fridley with his wife, Hannah, and their energetic Golden Retriever, Myles. Outside of the office, you’ll likely find him outdoors—fishing, playing baseball, or soaking in Minnesota’s seasons. He’s also an avid fan of all things Minnesota sports.