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Charles is a Director in Private Client Services at First National Bank 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. 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 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. When time allows, he enjoys volunteering at local non-profits.
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.
Investment products are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value
Banking products and services provided through First National Bank of Omaha