Charlie is a Client Services Associate on the Central Service team at BFG, where he supports financial advisors and paraplanners. His primary responsibilities include account maintenance, processing client paperwork, managing asset transfers, as well as maintaining consistent communication with clients to ensure exceptional service. 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.