Chuck began his career in the financial services industry in Wichita Falls, TX over 30 years ago. He married his wife Joni in 1993 and moved to Dallas. At that time, he began assisting employees of non-profit organizations plan for retirement. He now helps individuals, families, and business owners reach their financial goals and protect their most valuable assets. Chuck also works with employers to provide employee financial education in the workplace.
Chuck and Joni reside in Parker, TX. In his spare time, Chuck enjoys being outdoors, biking, playing golf, and spending time with his adult children.