Specialized Planning Associate
As a Specialized Planning Associate at BFG, Charlie plays an integral role in supporting advisors and their clients through detailed financial planning projections and analyses. Beyond managing account setup and maintenance, he delivers personalized guidance and creative solutions to help meet each client’s unique needs. With a strong background in customer service and collaboration, Charlie is well-equipped to provide outstanding support to our clients.
Charlie earned his degree in Economics from the University of Minnesota – Twin Cities. Outside of work, he enjoys watching soccer and football. In the summer, you can find him kayaking, taking walks, and playing a variety of board and video games.