Salt Lake City, Utah Office
-
Chuck is dedicated to responding honestly, sensitively, and informatively with sound judgment and a principle driven approach to help each of his clients focus on their life and financial goals.
-
Chuck has worked over 30 years in the financial services industry. After a successful college football career, where he earned First Team Academic All-American status in 1987 and 1988, he began his professional career with the MONY Group. In 1999 Chuck joined his former college roommate, Mark Matley, and his business partner, Paul Salisbury, at the Insight Group. In 2009 they started an affiliated registered investment advisory firm, Financial Insight Center, where Chuck was the acting managing partner. In 2020 The Insight Group and Financial Insight Center united with EP Wealth Advisors.
-
Chuck graduated from Brigham Young University with a B.S. in Business Management with an emphasis in Finance. He holds both the Chartered Financial Consultant and Chartered Life Underwriter designations.
-
Chuck enjoys spending time with his family, mountain biking, golfing, and travelling.
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.
When you hear about tariffs in the...
With new 401(k) contribution limits for...
International Women’s Day: Celebrating...
As 2024 winds to a close, it is the...