Charles joined LFA in 2021, bringing with him over five years of experience in finance, with three of them as a successful licensed banker at JPMorgan Chase & Co. Having specialized in small business during his time at Chase, he has worked closely with local business owners with various levels of financial complexity. He prides himself on possessing a broad knowledge of financial services and a history of excellent customer service. In his spare time, Charles enjoys staying active by hiking, going to the beach, and traveling to new places.
LPL Registered Sales Assistant.