Charlie joined Stephens Wealth Management as a full-time Client Relationship Associate and Investment Analyst in 2023. Prior, he served as an intern for a year actively contributing to investment and 401(k) projects. Charlie enjoys collaborating with clients and helping them to achieve their financial goals. He also actively participates on the Investment Committee.
Service & Leadership
Charlie currently enjoys being involved in events around the community and volunteering at the local Knights of Columbus where he contributes to events like the annual fundraiser in support of mentally impaired youth.
Bachelor of Economics, University of Michigan, Ann Arbor
Outside of the Office
In the summer, Charlie enjoys spending time up north at their cabin with family and friends. He also enjoys being active outdoors, with activities such as golf, fishing, and spending time on the lake. At home in Owosso, Charlie is an enthusiastic follower of Michigan football and a fan of movies.