Meet Charles
Charles joined Mercer Advisors in 2025. He is enthusiastic about simplifying complex financial topics for clients and helping them meet their financial and life goals. He enjoys learning about individuals and families and aims to help them feel confident through his work with them.
Previously, Charles worked in other complex industries, including tax accounting and health insurance. He holds a B.A from the University of St. Thomas and is pursuing the CERTIFIED FINANCIAL PLANNER® certification.
Charles and his wife Sami live in Minneapolis, Minnesota. He is an avid runner and spends his free time training for distance races with local running clubs, hiking, and snowboarding in the winter.
Ready to learn more?

Explore More

Estate Planning
Help Maximize Your Giving Impact and Tax Benefits in 2026 with Donor-Advised Funds
January 14, 2026