As a Wealth Advisor for Veracity Capital, Charles’ primary role is to provide customized investment solutions and comprehensive financial plans to his clients. His primary focus is retirement and education planning for government employees. Charles also has a passion for educating young professionals on the importance of better financial decisions.
Charles has been providing wealth management services to individuals and families since 2008. Prior to joining Veracity Capital, he was a Wealth Advisor with Mercer Advisors and a Wealth Manager at Atlanta Financial. Charles is a certified Accredited Investment Fiduciary (AIF®) and a CERTIFIED FINANCIAL PLANNER™ (CFP®). In addition to these accreditations, Charles is a licensed life and health insurance professional.
Charles graduated from the University of Georgia with a Bachelor of Science in Family and Consumer Sciences Education with an emphasis in Family Financial Planning. He completed a financial internship while at UGA and gained further experience working with a boutique financial firm in Athens where he specialized in investment management, portfolio analysis, and insurance needs analysis.