Charlie is a Senior Relationship Specialist at Avantis Investors. Prior to joining Avantis Investors, Charlie served as a Regional Associate at American Century Investments. In this role, Charlie was responsible for providing broad support and logistical assistance to the Regional Consultants and Specialists nationwide, 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-Columbia. He also holds his Series 7 and 63 licenses.