Charles is an experienced professional with over three decades in the financial services industry. He began his career partnering with an attorney representing clients before the IRS for audit and collection issues. Charles has extensive experience and success in protecting his clients.
Charles started his own practice in 1992 and became an IAR-Investment Advisor Representative in 1997 and a CFP-Certified Financial Planner in 2004. He specializes in financial planning, wealth management, investing management, retirement planning, estate conservation, tax advantaged investing, and helping clients with tax issues. Charles serves the community of Atlanta, Georgia, all 50 states and has numerous International clients. Charles is a member of the National Association of Financial Advisors.
Charles graduated from the University of Georgia with a Degree in Economics, Georgia State University with a Masters in Taxation, Georgia Southern University with a BBA Bachelor in Business Administration in Accounting and from Florida State University with a certification as a Certified Financial Planner.
Charles enjoys hiking, yoga, traveling throughout the United States and Internationally, visiting State and National Parks, tennis and meditation. Married to Dawn Clements. Combined they have four children-two sons, two daughters and one grandchild.