Chuck helps us with our marketing and supports our client service efforts, including their Social Security benefit claiming options. He manages our financial wellness program, supports our digital presence, produces financial education videos, and supports our advisor practice management needs. Chuck holds FINRA Series 6, 63, and 65 registrations and a Florida 2-14 license.
Chuck has coached seventeen seasons of youth soccer and baseball. He’s retired twice from playing in softball leagues. On weekends you can find Chuck jogging, playing tennis, enjoying time with his family while listening to his hometown New York Yankees games on the radio. He has a bottomless appetite for knowledge (and pasta).