Charlie consistently provides exceptional client support by collaborating with the Account Executive team and carriers to deliver customized solutions tailored to their specific needs.

Charlie boasts a robust background in customer service with roles including Medicare Supplement sales, Life and Health insurance sales and financial advising. His passion and dedication to client satisfaction has always been evident, whether guiding retirees to select optimal plans or assisting clients in realizing their financial aspirations.

A proud graduate of Indiana University Bloomington with a Bachelor of Science in Psychology, Charlie resides in Indianapolis with his one-year-old son, girlfriend and their two dogs, Ollie and Maverick. During his leisure time, you’ll find him either at the gym or spending quality time with his family.