Charlie began his Employee Benefits & Financial advising career working with his father in 1989, operating the Life & Employee Benefits division of a third generation independent Insurance Agency, after attending the University of Wisconsin-Stevens Point. With 16 years in the Insurance industry he has since focused his career working with successful business owners & local government agencies developing employee benefit and financial strategies to help them better meet their financial goals. Charlie resides in Hazelhurst, Wisconsin with his wife, Aimee and four children, Dylan, Sierra, Noah and Logan.
Charlie offers services in the following areas:
- Employee Benefits Planning, Design & Education
- Qualified Retirement Planning, Design, & Implementation
- Life, Disability, and Long Term Care Insurance Design & Selection
- Fully insured & Self Funded Group Health Coverage’s & Strategies
- Focused Service & Training programs
- Investment Consultation, Planning, & Selection
- Investment Risk Reduction Strategies
- Post Retirement Income & Asset Protection
- Education Planning & Funding
- Cash Flow & Budgeting Management
- Home Purchase Analysis, Finance Evaluation
- Financial Planning & Issues Workshops
- Written Financial Plans
Charlie offers the following benefits to his clients:
- The development of a solid long term relationship with an independent advisor.
- Increased knowledge and effective handling of financial issues and strategies.
- A team player able to work with current advisors while having the ability to leverage relationships with experts in various fields.
Community & Professional Service:
- Member Wisconsin Association of Health Underwriters :Legislative Committee & Ethics Committee
- President Rotary Minocqua /Lakeland area Breakfast Club
- Lieutenant Minocqua Fire & Rescue 26 years of service
- Minocqua, Arbor Vitae Woodruff chamber of Commerce: former board member
" Your Health, Life & Retirment Specialists"
Registered Representative, Investment Advisory Service, and Securities Offered Through:
Packerland Brokerage Services, Inc.
920-662-9500
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