Charlie grew up in Nebraska and attended the University of Nebraska and earned a degree in dentistry. Charlie practiced for 16 years before I had a career ending accident that disabled him from dentistry. He attended numerous continuing education experiences that prepared him well for an encore career as a financial advisor. Charlie’s core values are: Listen carefully, Protect client wealth, and act as a Fiduciary.
97 E. Granite Peak Drive
Bozeman, MT 59718