Chuck is a Certified Public Accountant (CPA), and a Certified Financial Planner™ (CFP ®) practitioner. Chuck earned his Masters of Business Administration from Loyola University in Maryland and his undergraduate degree in Accounting from Virginia Tech. Prior to joining the Financial Consulate, Chuck worked at Ernst & Young in assurance services and at McCormick & Co. where he held various accounting and finance roles. In addition to his financial responsibilities at the Financial Consulate Chuck is actively involved in the financial planning process with new and existing clients.
A native of Gettysburg, Pennsylvania, Chuck now resides in Lancaster, Pennsylvania with his wife and five children. Chuck is passionate about financial education and has previously held adjunct faculty positions at Towson University and Mount St. Mary’s University. Currently, Chuck serves on his church’s benevolence committee and as a guest lecturer and mentor for business students at Lancaster Bible College.