Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Virginia State University
Affiliations & Memberships
I am a qualifying member of the Million Dollar Round Table from 2012-2016, a member of the Society of Financial Services Professionals. I am also a member of the National Association of Plan Advisors (NAPA) and The Retirement Advisor University. I am also a retired U.S. Army Major.
Volunteer, Mens Mentor
Member, Alpha Phi Alpha Fraternity, Inc.
- Insurance Strategies
- Special Care
- Business Succession Planning
- Retirement Income Planning
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Charles’s Licenses and Disclosures