Chuck has worked over 30 years in the financial services industry. After a successful college football career, where he earned First Team Academic All-American status in 1987 and 1988, he began his professional career with the MONY Group. In 1999 Chuck joined his former college roommate Mark Matley and his business partner Paul Salisbury at the Insight Group. In 2009 they started an affiliated registered investment advisory firm, Financial Insight Center, where Chuck was the acting managing partner. In 2020 The Insight Group and Financial Insight Center united with EP Wealth Advisors. Chuck is dedicated to responding honestly, sensitively, and informatively through sound judgment and a principle driven approach. Chuck enjoys spending time with his family, mountain biking, golfing, and travelling.
Brigham Young University, B.S. in Business Management, emphasis in Finance