Chuck became a Principal at the firm in 1992. He focuses on small business and individual tax planning, as well as financial planning and wealth management for individuals and retirement plans. He was awarded a Bachelor of Science in 1983 from the Wake Forest School of Business and Accountancy from Wake Forest University. Chuck earned a Personal Financial Specialist designation (PFS) in 2008. He is also a member of the American Institute of Certified Public Accountants and North Carolina Association of Certified Public Accountants.

North Carolina CPA License #15700