Chuck is a registered representative of United Planners Financial Services. Chuck has over 25 years of experience helping clients meet their individual goals. He specializes in retirement planning for clients with TIAA retirement accounts. Chuck has worked extensively with University of Iowa employees and has a close working relationship with TIAA Advisor Services.

Chuck is a graduate of the University of Iowa with a degree in Finance. He holds FINRA Series 6, 63, 66 and 7 registrations.

He lives in Iowa City with his wife Amy, and their daughters Emma, Maggie and Addison. When he is not spending time with family, he enjoys fishing, and working out.