Meet Charles
Charles is a Manager and Sr. Financial Planner based in Denver, Colorado. He joined Mercer Advisors in 2025, bringing seven years of experience in the financial services industry. He focuses on delivering comprehensive financial solutions for the clients he serves, coordinating all aspects of a client’s financial picture to help them move forward with confidence. Charles is a CERTIFIED FINANCIAL PLANNER® professional and earned a BSBA degree in accounting with a focus on finance and personal financial planning from the University of Colorado, Boulder.
His working style
Charles takes pride in his attention to detail and his focus on every aspect of the financial plan. He knows that the greatest value often comes from clear guidance, thoughtful perspective, and a trusted partner who is there when questions arise. Charles is dedicated to building long-term relationships with clients, taking the time to understand each person’s distinct goals and circumstances.
Charles in real life
Favorite thing about where you live?
I’ve called Colorado home my entire life. Whether it’s hiking, snowboarding, or going to see a show at Red Rocks, life in Colorado is all about getting outdoors and staying active.
What keeps you busy outside of work?
My latest obsession is pickleball. From learning how to play to winning my recreational league, I’ve become something of a pickleball prodigy.
How do you give back?
I like to volunteer at the local food bank. Extending a helping hand is very rewarding and makes me feel even more connected to my community.
Charles’s snapshots
Meet Charles’s Teammates
Michael Van Boening
Director, Financial Planning
What Charles Says
Michael brings a focus on quality to our team, and his enthusiasm for our work is contagious across our group.
Jim Bagnato
Manager, Sr. Financial Planner
What Charles Says
Jim’s commitment to a unified team approach is one of the things that makes our group so successful. With him at the helm, our team feels stronger, and he brings out the best in each of us.
Drew Harper
Sr. Wealth Advisor
What Charles Says
I know that Drew’s clients are in great hands. Our work together often combines both broad strategies and more nuanced tactics, and his approach to his client interactions aligns greater goals with more specific actionable advice.
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