Chuck is Vice President of the Grace Advisory Group, headquartered in Fort Myers, FL. with offices throughout Southwest and Central Florida.
He is a nationally recognized retirement income architect who is regularly sought out by the media, and is seen on TV and regularly heard on radio stations throughout Central and Southwest Florida.
Chuck has been providing comprehensive wealth management for affluent individuals and families, with an emphasis on personalized service, for over 20 years and has consulted for such firms as Merrill Lynch, Morgan Stanley and Prudential.
Among his numerous credentials, he not only has a PhD in Economics, he is also a Life Underwriter Training Council Fellow, Registered Financial Consultant and a Certified Senior Advisor.
He also has the unique distinction of not only being an Admiral in the Texas Navy, but also a Kentucky Colonel, both honors awarded by the Governors of those states.
At Grace Advisory Group he oversees a team—of legal, tax, accounting, financial and insurance experts— that specializes in building financial plans that emphasize safety, while reducing taxes and providing a steady revenue stream that its clients cannot outlive. They help individual and business clients establish sophisticated, yet easy to understand, solutions for protecting and preserving wealth, while minimizing tax exposure. For more information on how they may be able to help you visit www.gracetax.com.