Portsmouth, New Hampshire Office
-
Chuck enjoys guiding clients on their financial journeys, tapping into the depths of knowledge of his peers at EP Wealth Advisors, and incorporating the wide range of services available for his clients.
-
Chuck has more than 15 years of wealth management experience. He joined EP Wealth Advisors in 2023 following his leadership role as Managing Partner at Resolute Financial LLC, which partnered with EP Wealth Advisors in 2023. Prior to that, he held management positions at Texas Instruments and served as Chief Financial Officer for a tech company.
-
Chuck has an MBA from Cornell University and earned a B.S. in Mechanical Engineering from WPI. Chuck is also a CERTIFIED FINANCIAL PLANNERTM.
-
Chuck’s volunteer activities include being past President of the Newburyport Education Business Coalition and Cornell Alumni Admissions Ambassador. Chuck’s personal life is spent with his wife and three adult children. And he enjoys pursuing his interests in golf, kayaking, fishing, and playing guitar.
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
A Financial Planner’s Guide to Roth...
Maximize your retirement savings with...
If you work for a company, you might be...
After meeting your RMD, you can...