Charles has more than 10 years of experience in the financial services industry. He has worked with investors of varying levels of sophistication and experience, and has most recently worked with high-net-worth investors, small to mid-sized corporations, and foundations for a global firm. He is currently a full-time graduate student in economics at Western Michigan University. He holds the Series 7, 63, 65 licenses and is a member of the West Michigan CFA Society.