Charles uses a comprehensive planning process to help clients pursue their financial dreams and maintain a desired lifestyle. He works with individuals and small business owners to first identify their aspirations and then implement strategies to pursue those goals. Charles believes that a properly implemented, well-rounded plan is the best way to pursue desired long-term results.
“I am passionate about helping people find comfort as they strive to pursue their financial dreams.”
Charles has worked in the Financial Services Industry for the past 15 years. In addition, he has spent over 25 years in the Chemical Industry, with experience in Product Development, Business Development, and Sales.
Charles earned his B.S. degree from Kent State University in Kent, OH; a M.S. degree in Polymer Chemistry from the University of Akron, OH; and a M.B.A. from Capital University in Columbus, OH. He is a Financial Advisor with Series 7, 63, and 65 registrations held through LPL Financial in addition to his life and health insurance licenses.
He lives in Naperville with his wife, Sandy. They enjoy spending time with their two daughters, Maria and Evangelia, and their son-in-law Steven. Charles is an active member of Holy Apostles Greek Orthodox Church in Westchester, IL, as well as AHEPA and Pan-Rhodian Society.
Securities & advisory services offered through LPL Financial, a registered investment advisor.