Charlie is a Vice President, Relationship Director and Investment Specialist at Avantis Investors. Prior to joining Avantis Investors, Charlie served as an Associate at American Century Investments. In this role, Charlie was responsible for providing broad support to Regional Consultants and Specialists nationwide and driving business growth in both the Wealth Management and DC channels of American Century.

Charlie earned a bachelor of science in business administration with an emphasis in finance & banking from the University of Missouri. He is a CFA charterholder and holds his Series 6, 7 and 63 licenses.