Charles has over 30 years of experience in the financial services industry. Areas of experience include asset management and distribution, fintech, and M&A.
Charles’ primary responsibilities at Central Trust Company include developing new relationships with prospective clients, deepening existing relationships, and matching wealth management needs with the expert services available at Central Trust Company. These customized wealth management solutions include investment management, trust and estate planning services, retirement and tax planning, along with 401(K) and other business retirement plan services.
Education & Certifications
- Bachelor of Science in Business Administration, Rockhurst University
- Masters in Business Administration, Rockhurst University
- CERTIFIED FINANCIAL PLANNER professional (CFP®)
Interests & Activities
Charles is an active member in the Olathe, Kansas Community. Outside of work, Charles enjoys traveling, playing golf, hiking, water and snow skiing, and spending time with his wife and three sons.