Chuck has been in the financial services industry for over 40 years. He has been assisting educators in the New Orleans area with retirement planning for over 30 years. Chuck’s forte has always been listening to the people he works with and identifying strategies that specifically work for them.

Chuck has specialized in educating Louisiana K-12 personnel on the benefits of their pension system, DROP, and 403(b) savings opportunities. He is a master teacher in the financial services industry, and his seminars are among the most popular and most universally respected in the field. Chuck is the author of “5-7 Steps to Financial Peace” and is the developer of numerous proprietary financial services software programs.

In addition to his work with local educators, Chuck has been involved in multiple community organizations in St. Tammany. He and his leadership Northshore team organized and implemented the Slidell Veterans Day parade. Chuck has remained involved with local veterans’ groups, including traveling as a chaperone on an Honor Air flight, hosting a veterans’ hanger dance, and assisting with the most recent Louisiana Veterans Festival in Slidell.

Whether working with clients or serving the community, Chuck aims to find solutions that will produce successful results. He looks forward to continuing his work with St. Tammany Parish School employees to improve their knowledge and understanding of the financial opportunities available to them.