Chuck joined Oarsman Capital in 2023 as senior investment advisor focusing on retirement, investment, and insurance planning for individuals. He co-founded LRC Aviation Advisors, a division of Oarsman Capital. LRC Aviation Advisors focuses on high-quality, customizable, and comprehensive financial planning for airline pilots and their families.
Prior to joining Oarsman Capital, Chuck was a relationship manager with Johnson Financial Group and Cleary Gull Advisors. He also ran his own financial planning practice at Northwestern Mutual.
Chuck graduated from the University of Wisconsin-Madison with a Bachelor of Science degree in Kinesiology. He was awarded the Certified Financial Planner (CFP) designation from Certified Financial Planner Board of Standards Inc. in 2017. Chuck also has been awarded the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from The American College of Financial Planning. In addition to these designations, Chuck holds active life, health, and variable insurance licenses.
