About
Chuck is dedicated to helping clients meet their financial needs by developing investment plans based on their long-term goals and risk tolerance. He takes pride in helping clients navigate changing markets while working toward their individual objectives.
With more than 40 years of experience, Chuck has led a team serving high-net-worth individuals, foundations, institutions, and profit-sharing plans. He is a Certified Investment Management Consultant (CIMC®) and a CERTIFIED FINANCIAL PLANNER® professional. Barron’s recognized Chuck on its Top 1,200 Financial Advisors list from 2016 through 2025, and Forbes named him to its Best-in-State Wealth Advisors list for Texas from 2020 through 2025. He earned a Bachelor of Business Administration in Corporate Finance from the University of North Texas, graduating with honors from the Beta Gamma Sigma Society. He also received a Master of Business Administration from Baylor University and graduated with distinction from the Southwestern Graduate School of Banking at Southern Methodist University.
Chuck is committed to supporting his community and has served as a board member or officer for the Family Abuse Center, Texas 4-H Foundation, Waco Symphony Council, and the Texas Association of Sports Officials. He also serves as an adjunct professor of personal finance in Baylor University’s Hankamer School of Business.
Born and raised in Waco, Chuck continues to call the community home. He and his wife, Lisa, have two children, Julianna and Jack, and are members of First Baptist Church in Woodway, Texas.
Awards & Disclosures
2025 Barron’s Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron’s based on the time period from Oct. 2023 – Sept. 2024 (Source: Barrons.com). 2024 Barron’s Top 1,200 Financial Advisors: Awarded March 2024; Data Compiled by Barron’s based on the time period from Oct. 2022 – Sept. 2023. 2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron’s based on the time period from Oct. 2021 – Sept. 2022. 2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron’s based on the time period from Oct. 2020 – Sept. 2021. 2021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron’s based on the time period from Oct. 2019 – Sept. 2020. 2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2020; Data Compiled by Barron’s based on the time period from Oct. 2018.- Sept. 2019. 2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron’s based on the time period from Oct. 2017 – Sept. 2018. 2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron’s based on the time period from Oct. 2016 – Sept. 2017. 2017 Barron’s Top 1,200 Financial Advisors: Awarded March 2017; Data Compiled by Barron’s based on the time period from Oct. 2015 – Sept. 2016. 2016 Barron’s Top 1,200 Financial Advisors: Awarded March 2016; Data Compiled by Barron’s based on the time period from Oct. 2014 – Sept. 2015.
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 – 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 – 6/30/19.
