Charles is a Private Client Advisor at FNBO Wealth Management. He works closely with families, business owners, senior executives, physicians, attorneys, and other affluent individuals to provide advice and ideas for solving challenges with an end goal of helping them achieve their financial goals. Charles brings together financial planning, investment management, trust/estate planning services, and private banking resources to address needs and develop custom solutions. He helps simplify his clients' complex financial lives, so they can focus on their true passions.
Charles joined First National Bank in 2016 and has significant financial services experience through working at large investment banks in London, England and New York City where his focus was on institutional money managers in the international equities arena.
Charles is a Chartered Financial Analyst® and holds the Certified Wealth Strategist® designation from the Cannon Financial Institute™. Charles earned his undergraduate degree in French from Davidson College.
Charles is extremely passionate about traveling, exploring, and immersing himself in other cultures. He has been to all 50 states, has lived in France and England, and has enjoyed traveling to many other foreign countries. He strives to understand cultural differences and feels more well-rounded thanks to his experiences. After a 16-month RV trip around the country, he and his wife chose Fort Collins to call home and raise their four children.
When not in the office, he can be found with his family out on a hiking trail, biking, camping, or participating other outdoor adventures the area provides. Charles is a 2019 graduate of the Leadership Fort Collins program and is now giving back as a member on the Leadership Fort Collins Steering Committee. Also, Charles actively serves as Treasurer on the Board of Directors for Liberty Common School in Fort Collins.
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“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.
Trust and related services are provided by FNBO, a national bank with trust powers.
Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.
“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.
Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through FNA doing business as Private Wealth Reserve, an SEC-registered investment adviser and wholly-owned subsidiary of FNBO. FNBO is not a registered investment adviser.
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INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE
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