Chuck has a Bachelor’s degree in Industrial and Systems Engineering from The Ohio State University. He holds his Series 3, 7, 8, 63 and 65 securities registrations, as well as his life insurance license. Chuck formerly worked for a major US brokerage firm as a Branch Manager and Financial Consultant, before moving his practice to the independent channel of Wells Fargo Advisors Financial Network. Chuck has been in the business for over 30 years and enjoys working with his well-established client base on the investment plans and strategies they have carefully cultivated over multiple decades. He lives in Westerville with his wife, Jill. Their son, Jay, received his MBA from the Fisher School of Business at The Ohio State University and currently works for a major regional bank in Columbus. Chuck and his family are passionate about cancer research, to which they enjoy giving through Pelotonia.