Meet Charlie
Charlie knows a strong financial plan is rarely built from one point of view. As a Wealth Advisor and member of Bluespring’s Advanced Planning Group, he works across disciplines to help create integrated strategies around each client’s goals and financial life.
Charlie has worked in financial services since 2008 and joined the team in 2019 after serving as an Investment Consultant with Fidelity Investments. He earned his Bachelor of Science with a focus on business and finance from Montana State University in Bozeman and is a CERTIFIED FINANCIAL PLANNER® professional.