ADVANCED WEALTH - Key Persons
Charles is a Registered Administrative Assistant of Cetera Advisor Networks LLC
As the office manager at Advanced Wealth Management Group, I work closely with our wealth coaching advisors, concierge, client service, and case design teams to help implement, maintain, and service our clients' financial objectives and ongoing needs. To do this, I work to develop and implement firm policies and procedures as well as oversee the administration of HR policies, programs, and practices within the firm. I hold my Series 6 and 63 securities registrations. I am also licensed in various insurance specialties including Life, Health, Property and Casualty. I am a graduate of the University of St. Thomas in St. Paul and have been active in this industry for close to a decade.
Outside of the office, I have parlayed my 20+ years of soccer playing experience into nearly 15 years of competitive youth girls soccer coaching. When I'm not coaching, I enjoy golfing, hiking, cooking, dancing, and spending time with friends and family
As Principal and co-founder at Advanced Wealth Management Group, I specialize in wealth coaching, legacy planning, and wealth management for our clients. I am here to help you make wise choices regarding your wealth and your financial...
Job Titles:
- Manager, Concierge Services
Job Titles:
- Business Processing Specialist
As the Business Processing Specialist with Advanced Wealth Management Group, I am responsible for processing all new business services and meeting the ongoing servicing needs of our clients.
I have a 20-year background in the financial services industry including licensing, hiring, and accounting disciplines.
Job Titles:
- Registered Representative
Job Titles:
- Manager of Books and Records