Charles is an advisor and founding Partner of Master’s. He also serves on our Investment Review Committee. Charles earned his Certified Retirement Counselor (CRC®) designation in 2008. He previously spent several years in the financial services industry with Premier Investment Advice/The Equitable and had a successful 10-year career in equipment sales at Keller Bros. Kubota.

An experience I won’t forget: Bungee-jumping from the highest legal jump site in North America

A great day for me would be: A warm autumn day, a Mustang GT convertible, and my wife by my side

Inspirational quote: “To be smart, spend carefully. To be wise, save regularly. To be genius, give extravagantly.” – Chip Ingram, Author & Pastor

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