Charlie began his work in financial planning in 2008 when he founded Side-by-Side Financial Planning, LLC. He specializes in helping emerging and growing households figure out their money, often working remotely or in person in Plymouth, MN (main office), Rochester, MN, or Bentonville, Arkansas.
Charlie graduated from Hillsdale College in Michigan with a degree in Business Administration Finance and a minor in Psychology. He earned the Chartered Financial Consultant (ChFC®) financial planning designation from the American College. Charlie is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a NAPFA-Registered Financial Advisor.
He and his wife, Rachel, keep busy raising four daughters.