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 13 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 three grandchildren. His daughter Lauren joined the firm 2018 and is an integral part of the business. In Chuck's free time, he and his wife enjoy traveling, and are a food and wine enthusiast!
For eight years, Chuck has been named a Five Star Wealth Manager, most recently in 2021. The Five Star Wealth Managers are a selected group representing less than five percent of the wealth managers in the Indianapolis area.