Focus: Insurance Strategies, Business Owners, Special Care, Investment Strategies
Born and raised in Waterford CT, Chuck now resides in Mystic with his wife Barbara and children Isabelle and Connor. Chuck entered the financial services industry in 1983 after graduating with a B.A. from Colby College. Chuck earned his Chartered Financial Consultant (1993) and Chartered Life Underwriter (1995) designations from the American College and earned his designation as a Certified Financial Planner professional (1996) from the College of Financial Planning in Denver, CO. Chuck is past President of New London County Life Underwriters, a nine time Presidents
Conference Qualifier, and in the last three years recognized as a Five Star Wealth Manager in Connecticut Magazine.
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774 Broad Street
Waterford, CT 06385