My passion is helping people achieve their personal and professional goals. I have over 15 years experience helping business owners and individuals grow and protect their assets. I pride myself on providing superior customer service and developing impactful relationships with my clients.

After graduating from the University of Florida I worked for several broadcast television stations in various sales leadership roles. This experience led me to my passion which is helping serve my community by protecting wealth with customized insurance and risk management plans. 




Click to Call Charlie 704-295-8810