Chuck, a long-time student of the market, loves its ebbs and flows and all the challenges and opportunities that present.  His longevity has equipped him with the expertise necessary to offer customized solutions responsive to ever-changing market conditions.  The trust he has earned continues to motivate him in his fourth decade in the industry. 
 
He served for many years as President and Board Member of the Bond Club of New Jersey, a social and professional organization of municipal bond experts.  Throughout his career, Chuck has received ongoing recognition for his achievements at both the Firm and Industry levels. Most recently, Chuck was named as a 2025 Forbes Best-In-State Wealth Advisor*.
 
A lifelong resident of New Jersey, leaving only to study for his BS in Business at Wake Forest University, Chuck and his wife Janet are residents of Gillette, NJ and Johns Island, SC.  Chuck has a passion for all sports, but his personal favorites are golf, tennis and platform tennis, all of which he plays at a highly competitive level.  

*2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on time period from 6/30/23 - 6/30/24. (Source: Forbes.com)

The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related t o t he quality of the investment advice and based solely on the disclosed criteria.

CA Insurance License Number: 0L77309. Resident State NJ.