Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Chuck is the founder of Guardian Planners, where he jokes that he’s the chief cook and bottle washer! It’s just him and an assistant and he likes it that way because he’s able to personally manage all of his clients’ accounts. In his role, he prepares and manages their financial plans and strategies and manages their investments. Chuck rarely uses a third-party provider because he believes his investment philosophy is what’s best for his clients. He has been in the financial services industry since 1988 and never looked back.
Chuck is extremely competitive and this competitive nature is what drives him every day. He enjoys the challenge of beating the markets over time and helping his clients perform to their utmost potential. He also loves helping people and in his role at the firm, he’s able to do both! His clients often say he’s genuine and sincere and has been told he’s the same person at home as in public and in the office. This is one of the many reasons why his clients continue to trust him with their hard-earned assets.
In addition to his work at the firm, Chuck also works on his radio show that talks about financial planning. It’s been on the air for over 10 years! He also wrote a book called Chuckonomics, in which he outlines his unique investment philosophy.
Outside the office, Chuck is an avid video gamer and enjoys theater, biking, fishing, and reading. He loves to travel with his wife and considers his family his greatest passion. He is also involved in a number of local organizations, including the Rotary Club, where he just finished his year as President. He also serves on the board of his local theater group and even starred in a few roles!
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.