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Charles has the perfect blend of wealth industry experience, as an independent financial planner at CFP, and passion for the transformative aspects of technology that’s indicative of many Equisoft team members. His focus and expertise on optimizing operation at the distributor level and maximizing advisor production using technologies position Charles as an incomparable source of knowledge for financial organization.

As the insurance distribution Vice President, Charles is dedicated to developing new markets by illustrating how technology can be used to solve some of the biggest challenges the insurance distribution space is facing. His experience enables him to illustrate the value of Equisoft’s tool with custom business cases and real financial data.