Position: Relationship Manager, CFP®
Charles graduated from Oregon State University with a dual degree in Finance and Business Information Systems. He started his wealth management career soon thereafter and takes pride in providing high-quality service to his clients. In doing so, his clients have peace of mind in knowing that their best interests are always his top priority and that they’re on track for a better tomorrow. Additionally, Charles is pursuing his CFP® certification.
Charles was born in Paris, France, but considers Oregon his home. He currently resides in Ridgefield, WA, with his wife, Cassidy, and Goldendoodle, Louie. Outside of the office, you can find him with his family and friends relishing in the beauty of the PNW, rooting on his beloved Blazers and Beavers, and enjoying a cold West Coast IPA.