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 and Joni reside in Parker, TX and have two children. In his spare time, Chuck enjoys being outdoors, walking, playing golf, and watching his children’s sporting events.