For over four decades, Chuck has been passionate about helping his clients find ways to achieve their financial goals and dreams. He feels a great sense of accomplishment while helping his clients and loves coming to work every day. Chuck’s practice provides a robust set of sophisticated solutions to help clients manage their assets, including establishing and managing business and individual retirement plans, estate planning strategies, business succession planning, and multi-generational wealth management and wealth transfer.

Chuck holds his bachelor’s degree in business administration from Temple University in Philadelphia. He currently serves as a Board of Trustees member, Executive Committee member, and Chair of the Human Resources Committee for Deborah Hospital. This nonprofit organization is only one of three hospitals in the country that never sends a bill to its patients, and he is passionate about supporting this cause.

Chuck lives in Moorestown, NJ with his wife Rosemary. Together they have four grown children, and Chuck is blessed and lucky enough to have his son, Charles B. McAfee Senior Vice President-Investment Officer, working with him on the team for over a decade. In his free time, Chuck enjoys spending time with his family at their shore house and taking his Labrador Retriever for walks on the beach.

Charles has over a decade of experience working with clients while focusing on their retirement planning strategies, estate planning strategies, and investment portfolio needs. While working with clients to reach their financial goals, Charles enjoys collaborating with his clients and feels a personal sense of fulfillment while helping them forge their financial path. Charles has worked with his clients in a myriad of ways, including helping manage multi-generational wealth and helping establish strategies for education savings, business retirement plans, and charitable giving. He holds the FINRA Series 7 and 66 securities registrations along with life insurance. 

Charles obtained his bachelor’s degree in business management from Stockton University. He lives in Medford, NJ with his wife, Lauren, and their three children. In his free time, Charles enjoys golfing, coaching his son’s little league baseball team and hiking with his chocolate Labrador Retriever. He is an advocate and supporter of the Cedar Run Wildlife Refuge and the Deborah Heart and Lung Center.

With over 30 years of industry experience, Carol helps manage the firm’s day-to-day operations by effectively handling clients’ needs. Her responsibilities include customer support satisfaction, account maintenance, and research for client inquiries.

While working in the industry for over a decade, Tammy has remained passionate about building relationships with clients while serving their financial needs. She focuses on assisting clients with account opening and maintenance and works with the team to prepare and update client plans. Tammy believes in delivering a world-class experience to clients while helping them achieve their goals, navigate the unexpected, and succeed financially. She holds the FINRA series 6, 7, 63, and 66 securities registrations along with life and health insurance.

Outside of working hours, Tammy lives in South Jersey with her husband, Patrick, and their two teenagers. In her free time, she enjoys reading and spending time at the shore.

Anna has been in the financial industry for over 15 years focusing on supporting clients with their financial and life goals. As a part of the group, she assists our team and clients with account maintenances and supporting office and client financial expectations. Anna is family driven and prides herself in supporting clients reach their family financial milestones.

Outside of work Anna lives near the shore with her son, daughter and Lab Mix. Majority of her family’s time is spent enjoying LBI in the summer months. During the school year her family is active in cheer and band.

Anna holds her FINRA Series 6 and 63 securities registrations as well as state life and health insurance license.