Charlie joined GenWealth Financial Advisors in May of 2015. Prior to coming to GenWealth Financial Advisors, Charlie worked as a Credit Analyst for the largest state-based bank in Arkansas. While gaining experience in the banking industry, Charlie found his true passion: building personal relationships with his clients and helping guide them toward financial stability.
In addition, Charlie’s ability as a financial advisor has allowed him to build a relationship with the Dave Ramsey organization. As a Smart Vestor Pro through the Dave Ramsey organization, Charlie regularly works with followers of Dave’s philosophy to provide guidance and assistance in the areas of investments and long-term care planning. Dave Ramsey’s SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor is an affiliate of GenWealth Financial Advisors or LPL.
Charlie is a proud graduate of the University of Arkansas and is a native of El Dorado, Arkansas. With deep family roots in Union County, Charlie has recently returned to his hometown to reestablish old relationships, develop new ones, and help educate his community on the power and value of financial planning.