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.
- BA, University of Georgia
- CERTIFIED FINANCIAL PLANNER™ Professional
The Sandy Springs Financial Advisory Team is located in our Atlanta office.
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¹ Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. ² Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.