Chuck is passionate about personal finance. With over 17 years of industry experience, he has the technical skills to help individuals prepare for the challenges of retirement. Formally educated at UW-Milwaukee, he also graduated from the Learning Institute for Financial Executives (LIFE School). LIFE School taught Chuck unique strategies to transfer wealth to future generations while minimizing taxation. Known as an energetic speaker, Chuck has led over 200 personal finance group-discussions. He holds the series 7, 63 and 65 licenses and is securities licensed in several states. Chuck is also licensed to service life insurance and annuity vehicles. Chuck also holds a bachelor's degree in Business Administration from the University of Wisconsin-Milwaukee. A resident of Menomonee Falls, he enjoys the outdoors and traveling with his two children, Mark and Joelle.