Charles joined LFA in 2021, bringing over five years of experience in the financial industry, including a successful run as a licensed banker at JPMorgan Chase & Co. During his time at Chase, he focused on small business clients, working closely with local business owners to help them navigate a wide range of financial needs. Known for his well-rounded knowledge of financial services and dedication to top-notch client care, Charles takes pride in building strong, trusted relationships.
Outside of work, Charles enjoys staying active and soaking up the outdoors. He's often out hiking, relaxing at the beach, or exploring new restaurants with his fiancee - always on the lookout for the next great adventure.
LPL Registered Sales Assistant