Charlie joined Homrich Berg as an Associate within the Financial Planning team in September 2023. He assists in developing comprehensive financial and investment strategies so that families can gain confidence in navigating their financial decisions.
Prior to joining HB, Charlie was a Private Wealth Management intern for Chicago Partners Wealth Advisors.
Charlie graduated from Villanova University with his B.A. in Economics and his MBA in Finance. He had the great opportunity to play football at Villanova during this time.
He currently lives near the Battery in Atlanta. You can find Charlie on the golf course, traveling, enjoying family and friends, and being an avid Chicago sports fan in his free time.