Chuck engages his clients with a distinctive blend of financial counsel and personal service. Since his start in 1994, Chuck has provided a comprehensive approach to wealth management, based on the mutual trust and respect that develop over time, helping clients pursue their long-term financial goals. Chuck maintains his Series 7, 63 and 65 securities registrations and is licensed for annuities and life insurance.
Valedictorian of Grand Junction High School and a Distinguished Graduate of the United States Air Force Academy with a BS in aeronautical engineering, Chuck also earned a Master of Arts in management from Webster University. He earned top graduate from both U.S. Air Force Undergraduate Pilot Training and F-15 Eagle Training classes and served as a mission-ready combat pilot and instructor in the Air Force.
Chuck’s past community service recognition includes St. Mary’s Foundation Board Chair, Grand Junction Kiwanis Club Distinguished President, Immaculate Heart of Mary Parish Council Finance Chair and Powderhorn National Ski Patrol volunteer.
Chuck relishes his time with his wife Diane and takes great pride in their extended family.
Chuck enjoys traveling, downhill skiing, golf, hiking, road and mountain biking.
