Chuck has been working in the insurance and investment fields since 1986. He has completed advance degrees through the America College in Bryn Mahr, PA and completed advanced group courses through the Wharton School of Business. During his career he has taught many insurance courses and has been asked to speak on a wide variety of topics. He has a broad book of business in the group benefits area serving both large and small employers. In addition, his practice involves working with pre-retirees and retirees in planning for retirement. Income strategies,wealth preservation and protecting risks with Long Term Care, Life Insurance, and Medical coverage.
He strives to put the best product in the hands of the clients he works with, "not being bound by proprietary products really gives a leg up on the competition".
"I appreciate all of my clients and try my best to provide the right products and services to fit their unique situations. I strive to keep my clients informed by regular review meetings."
Chuck is involved in a wide variety of community activities. He serves on the Austin Port Authority, is on the St. Olaf Lutheran Church Finance Committee, and is a member of the Karl Potach Foundation supporting childhood cancer.
Chuck resides in Austin with his wife, Mary. Together they have two married daughters and 4 grandchildren.
"Stop by and see a whole new way of financial well being"