As an independent financial advisor, Charles has been in the financial planning field for over 40 years and has developed a successful practice through careful attention to each client’s individual concerns. Charles is a member of the Academy of Preferred Financial Advisors, an exclusive Coaching Program for Top advisors around the country, and is an Investment Adviser Representative through Oasic Wealth, Inc.
An Aledo native, Charles is grateful to count employees from Textron, Lockheed Martin, Raytheon Technologies, Texas Health Resources, Texas Instruments and many other local companies as clients. He received his Bachelor’s Degree in Business Administration from Lamar University. With the help of his team, Charles regularly communicates with his clients and meets with many on a regular basis.
Charles and his wife Lauren are deeply engaged members of the North Texas community, contributing their time to organizations such as the Women’s Auxiliary of Tarrant County supporting The Salvation Army of North Texas, while also finding solace and fellowship at Cresson Church. In Comanche, Texas, Charles is known as a devoted advocate for preserving the region's distinctive country charm and nurturing the next generation of agricultural leaders. He actively participates in various community endeavors, including the Comanche Roping Club, Chamber of Commerce, and FFA, embodying the spirit of rural stewardship and community engagement.