Chuck has been working with clients in the greater Mecklenburg area for over 36 years. Since joining GCG Wealth Management in 1996, he utilizes his broad sales experience and positive attitude to promote the success of his fellow associates and clients. A respected representative in the NASCAR community, Chuck specializes in providing retirement and insurance solutions to many of the hardworking individuals behind the scenes. Chuck became a fan of NASCAR racing as a teenager, making him an enjoyable associate for his numerous NASCAR clients that he has developed relationships with over the years.
A Registered Representative with Woodbury Financial Services, Inc., Chuck holds his Life, Health and Long-Term Care licenses along with his Series 6 & 63 registrations. An active and longtime member of NAFA, Chuck is also a lifetime member of the Million Dollar Roundtable and has qualified for Court of The Table for numerous years.
Chuck lives in Huntersville with his wife, Tommie, with whom he has two sons, Cory and Jason, and one grandchild, Coen. Outside of the office, Chuck enjoys reading, traveling, and vacationing at the beach and the mountains. He and his family are longtime members of Derita Church in Huntersville, NC.
Professional Specialties include:
- Business Continuation Strategies
- Estate Preservation
- Life and Disability Insurance
- Selective Employee Benefits
- Mutual Funds & Annuities
Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.