Charles graduated from Oakland University with a degree in Finance in December 2017. Immediately after, he began studying for his series 7, 63 and 65 registrations and insurance licenses to become registered. After passing those tests, Charlie took a job at AXA Advisors now known as Equitable Advisors. After almost 2 years there he decided it was no longer a good fit and decided to seek opportunities elsewhere. That is when Charlie met Ryan Malloch and joined his team in a support role to further his education and growth.
In his free time Charlie enjoys, golfing, cooking, and going to sporting events. All of which he hopes to share with family, friends, and clients!
If you would like to know more about Charlie please give him a call!