Charles grew up in Derbyshire, England – and from the age of 18 he had a passion for investing – trading stocks in his own account. He moved to the USA and worked as an Accountant for Amazon’s TV division in LA with Media Services. His skill in trading stocks eventually led him to join the investing world in 2016 and earned his Series 7 and 66 (currently held with LPL Financial). He also works with the employees within our 401k plans. Charles was made Partner at Michigan Retirement Advisors in 2022.

Charles now lives in Lapeer, MI with his wife and daughter. He loves hunting, shooting, working on his tractor, restoring his historical home and most of all – tea parties with his daughter.