Chuck has been in the financial services business for more than 28 years.   Chuck is a Connecticut native coming to South Florida in 1989.  Chuck attended the University of Connecticut and served with the United States Navy.  Chuck is a licensed LEAP™ practitioner as well as a member of Wealth & Wisdom, a nationally recognized group of professionals who are dedicated to the education of the public.  It is our goal to give you more knowledge so you can make better financial decision.  Chuck is also the founder of the Treasure Coast Educational Institute of Stuart, Florida, a wealth education and training institute.  Chuck specializes in a "macro-economical" planning process that educates, councils, and guides clients through the maze of financial information to help them reach their maximum financial potential.  As a financial coach he believes that setting the pace, sets us apart.

He is married to Tami and has two children, Courie and Kellie, and four grandchildren, Jared, Vada, Asher and Aria.