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.
Every family and individual is unique, and my mission is to create long-term relationships with my clients to genuinely understand their needs and desires.
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