Charlie joined GenWealth Financial Advisors in May of 2015 at our main office location in Bryant before returning to his roots in El Dorado, Arkansas where he makes his home with his wife, Whitney and their two children, Grace and Reed.
Charlie is a proud graduate of the University of Arkansas, and prior to becoming a financial advisor, he worked as a credit analyst for the largest Arkansas-based bank. While gaining experience in the banking industry, Charlie discovered his true passion: building personal relationships with his clients and helping guide them toward financial stability.
Now, Charlie leads the GenWealth team at our El Dorado branch office always taking care to reestablish old relationships, develop new ones, and help educate his community on the power and value of financial planning. He also serves the needs of our clients at our branch office in Bossier City, Louisiana. Charlie is a Certified Financial Planner® and holds a Series 7 and 63 through LPL Financial, and a Series 65 through GenWealth Financial Advisors. He uses his talents for his community which is made evident by his serving on the board for Main Street El Dorado, treasurer of the Downtown Business Association, and treasurer of the Mystic Creek Property Owners Association.
In addition, Charlie’s ability as a financial advisor has allowed him to build a relationship with the Dave Ramsey organization. As a SmartVestor 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 are affiliates of GenWealth Financial Advisors or LPL.