Charles delivers personalized, objective advice to help clients simplify their financial lives and confidently pursue their goals. With more than 20 years of industry experience and a background as a Certified Public Accountant (CPA), Charles works with a select group of clients, providing them with the time, insight, and guidance needed to make informed financial decisions. His commitment is to reduce the anxiety often tied to financial planning, enabling clients to live fully in the present while planning for a secure, fulfilling retirement.

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A York, PA native with deep roots in the community, Charles combines his extensive knowledge of wealth management with a background in healthcare and business leadership. He values integrity, objectivity, and a practical, value-oriented approach to investing that empowers clients to make well-informed choices. Outside of his professional role, Charles actively contributes to local nonprofits, serving on boards for organizations such as Wellspan Health, the Appell Center for the Performing Arts, and the York County Community Foundation, among others. His dedication to community service and the performing arts reflects his passion for making York a vibrant place to live and thrive.