Chuck is the founder of SecurEstate and has been in the financial services industry since graduating from Butler University in 1980. Before making the transition to being a small business owner, Chuck had a successful career as an executive with a nationally known financial services company. Chuck services clients in 18 different states in areas of investments, retirement planning, estate planning, tax planning, among others.
At Butler, Chuck met his wife Karen and they have two children and five grandchildren. His daughter Lauren joined the firm 2017 and is an integral part of the business. In Chuck's free time, he and his wife enjoy spending time with their grandchildren, traveling, and are food and wine enthusiasts!
For twelve years, Chuck has been named a Five Star Wealth Manager, most recently in 2025. The Five Star Wealth Managers are a selected group representing less than five percent of the wealth managers in the Indianapolis area.