Meet Charles
Charles is a Wealth Advisor based in Minneapolis, Minnesota. Prior to joining Mercer Advisors, he worked in other complex industries, including tax accounting and health insurance. He earned a B.A degree from the University of St. Thomas and is a Tax Planning Certified Professional®. Charles is pursuing the CERTIFIED FINANCIAL PLANNER® certification.
Charles’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Charles has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Helping new families shift financial priorities while building a strong foundation for the future
- Complexities of inherited wealth, from taxes to legacy
- Concentrated stock positions that require strategic diversification and tax efficiency
- Family businesses navigating succession, liquidity, and legacy goals
His working style
Charles combines expertise with clarity, making complex decisions simple and actionable. His commitment to follow-through and long-term relationships helps ensure clients feel supported every step of the way.
Charles in real life
What makes you tick?
Knowing that my work helps families live with confidence and security.
What keeps you busy outside of work?
Most of my time outside of work is spent with my wife, our community, and family. You’ll often find me training for the next race with a local run club in the summer or snowboarding in the winter.
How do you give back?
My wife and I serve with our church in their college ministry and financial stewardship ministry.
Meet Charles’s Teammates
Mark Pletts
Sr. Wealth Advisor
What Charles Says
Mark has mentored me since my first day on the job. His coaching and guidance enable me to service clients better each day.
Jon Kennedy
Managing Partner, Regis Group
What Charles Says
Jon sets the standard for excellence in our planning strategies. He brings deep expertise that ensures every option to help improve the clients’ circumstances is considered.
Evan Kennedy
Sr. Portfolio Consultant
What Charles Says
Evan’s deep knowledge of portfolio management and ability to deliver with excellence helps bring clarity to our financial plans and our clients’ lives.
Ready to learn more?
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