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As a partner in the firm, Charles is the trusted advisor to a significant segment of Sage’s client base, providing comprehensive advice and wealth management services. He also has responsibility for spearheading various management initiatives.
Having begun his career in Financial Services more than 18 years ago, Charles has had the opportunity to develop a broad and deep knowledge of all aspects of wealth management and comprehensive financial planning. Before joining Sage in 2002, Charles gained expertise while at highly respected firms such as Mercer Advisors and The Vanguard Group. His areas of focus include: investment management, non-traditional investments, retirement planning, education funding, stock option & concentrated equity management, estate planning and risk management.
Charles is a CERTIFIED FINANCIAL PLANNER™ professional. He obtained his BA from Doane College with a double major in Economics and Business Administration, emphasis in finance. Charles lives in Wynnewood, Pennsylvania with his wife Sharon. In their free time Charles & Sharon enjoy alpine skiing, scuba diving, and spending time with their dogs, Ruby & Lola. He is also an avid college football fan. |
