Chuck began his career as a wealth management advisor in 1987 after graduating from Illinois State University with a Bachelor of Science degree in Marketing/Finance.
Chuck believes in continuing education to keep the professional edge that makes him a valuable resource. Complimenting his continual quest for improvement is a dedication to honesty and integrity in all business dealings. Chuck has earned the following professional industry designations:
Chartered Life Underwriter
The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU® helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.
Chartered Financial Consultant
The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.