Chuck began advising clients in 1984, and became a Certified Financial Planner Professional in 1989. Chuck joined Freedom Wealth Alliance in 2016 as a Financial Advisor to offer his clients a team-based approach for their financial endeavors. Chuck focuses on retirement planning, wealth accumulation, risk management strategies, estate planning, long-term care management and comprehensive fee-based financial planning.
Chuck graduated from the University of Wisconsin-Lacrosse and is a lifelong resident of Waukesha County. He lives in Oconomowoc with his wife, Donna, of 29 years and their children Oliver and Elizabeth.
Fun Facts about Chuck:
He is an accomplished trumpet player who performs regularly with several musical groups. Chuck is also a "grand adventure" enthusiast, taking on challenges such as hikes across the Grand Canyon, remote wilderness canoe trips, mini-triathlons and tough mudder obstacle runs.
His Favorite Quote:
"Genius is seldom recognized for what it is: a great capacity for hard work." Henry Ford