As one of the Paraplanners at Advanced Wealth Management Group, I work closely with our clientele and wealth coaching advisors to help implement, maintain, and service their business processing needs to accomplish their objectives. I hold my Series 6 and 63 securities registrations. I am also licensed in various insurance specialties including Life, Health, Property and Casualty. I am a graduate of the University of St. Thomas in St. Paul and have been active in this industry most of this decade.
Outside of the office, I have parlayed my 20+ years of soccer playing experience into nearly 15 years of competitive youth girls soccer coaching. When I'm not coaching, I enjoy golfing, hiking, cooking, dancing, and spending time with friends and family.
Charles is a Registered Administrative Assistant of Cetera Advisor Networks LLC.