With a portfolio of experience that includes a decade as a Private Client Wealth Advisor and five years in real estate sales and mortgage finance, I have a strong understanding of the entire home financing process. In my current role, I help people in the home financing field through education and honesty every day.
Originally from Cleveland, OH, I graduated from Franklin and Marshall College with a degree in Finance and Accounting. After ten years in Wealth Management, in the Greenwich, CT area, I relocated to Charlotte with my wife in 2016.
Outside of the office, you can find me staying active playing golf and tennis and cooking up a storm with my wife every evening.
What Customers are Saying about Charles
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