Chuck began his career in the financial services industry more than 30 years ago in Wichita Falls, Texas. After marrying his wife, Joni, in 1993, he relocated to the Dallas area, where he began helping employees of nonprofit organizations plan for retirement.
Today, Chuck works with individuals, families, and business owners to help them pursue their financial goals while helping to protect their most valuable assets. He also partners with employers to deliver practical financial education and guidance to employees in the workplace.
Chuck and Joni live in Parker, Texas. Outside of work, he enjoys spending time outdoors, biking, playing golf, and being with their adult children.
Click here to set up a meeting with Chuck
CRN202711-10647227