Charlie began his career in the financial services industry in 2010. He recently joined EFS Advisors, where he provides comprehensive financial advice to individuals and families, with an emphasis in retirement planning for educators. As a team member of The EFS Stillwater Group, Charlie’s extensive knowledge in fixed income product analysis and trading in taxable and tax-exempt securities has proven a great asset to not only his clients, but also his colleagues.
Born and raised in Minnesota, Charlie is a graduate of St. Olaf college where he received a degree in History. He also currently holds Series 7 and 66 registrations, as well as his Life and Health Insurance license.
Charlie and his wife, Nicole, currently live in Woodbury, MN where they are busy raising their two young daughters — Charlotte and Keira. When he and his wife aren’t chasing around their children, Charlie also enjoys playing music and cheering on his two favorite Minnesota teams — the Vikings and the Wild.