CFP®
Charlie uses more than 35 years of financial planning and investment experience to help address the needs of successful business and community leaders and their families. His technical expertise and management skills help him address a client’s overall financial health, encouraging them to focus on their talents and the goals they have set for themselves. Charlie is actively involved in a variety of organizations, including Mt. Vernon Presbyterian Church, where he is an Elder and Chairman of the Finance Committee and a member of the church Foundation Grant Committee. He also serves as Vice Chair on the board of Los Niños Primero and heads up the Scholarship Committee. As a lifelong Atlantan, Charlie is an avid Atlanta Braves baseball and University of Georgia football fan. In his free time he enjoys being with his wife Lisa, their three children and five grandchildren.
The Sandy Springs Financial Advisory Team is located in our Atlanta office.
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² Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2020 FIVE STAR Wealth Managers.
Phone: 1-800-492-1222
Email: info@wealthenhancement.com
Corporate Address: 505 North Highway 169, Suite 900, Plymouth, MN
Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.
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