Charles began his career at in 2008 with Fidelity Investment's Private Client Group where he learned firsthand the importance of not only having a plan in place but having someone who can help navigate through uncertain times. He joined UBS two years ago as part of the Wealth Planning analyst program in which he focused on providing comprehensive wealth management and advice. 

As a CERTIFIED FINANCIAL PLANNER™, Charles provides personalized financial planning and portfolio management for clients’ unique risks, goals, and dreams. One of his top priorities is to help clients design an investment strategy to keep pace with rising income and purchasing power, so they can have the confidence to retire comfortably.

Charles met his wife, Jenn, in college at the University of North Florida. Jenn grew up in the Kempsville area; in 2015 they moved back to Virginia Beach with their daughter Rylee. They are expecting their second daughter in August. He currently coaches his first season of soccer with VB Rush and enjoys golf, surfing (and most other outdoor sports), and cooking.

• Accredited Wealth Management Advisor, AWMA®
• CERTIFIED FINANCIAL PLANNER, CFP®
• B.S., University of North Florida

• Virginia Life and Health, including Variable Annuity and Long Term Care
• Series: 7, 9, 10, 63, 66

AR, AZ, CA, CO, CT, DC, FL, GA, KS, MA, MD, NC, NJ, NY, OH, PA, SC, TX, UT, VA, VT, WA, WV