Chuck joined Mercer Advisors in 1991, bringing experience from his career in the financial services industry, which began in 1985. He previously held advisory and consulting roles in banking, finance, investments, and planning in Europe, and later at Citicorp and Bank of America in San Francisco.
Fully committed to helping people with their financial lives, Chuck supports clients in making difficult decisions. He is enthusiastic about taking care of clients, coaching and mentoring teams, advisors, staff, and interns. He also coaches and mentors college students in comprehensive financial planning.
Chuck loves collaborating with co-workers and clients at Mercer Advisors, whom he considers family, and following in the footsteps of the original leaders who were his mentors and coaches.
During his tenure, Chuck has relocated with his wife and two sons to Chicago and Boulder to open branch offices. Chuck graduated from the University of Colorado Boulder Leeds School of Business with a degree in finance and a minor in international business. He holds the FINRA Series 65 license.
Outside of the office, Chuck enjoys hiking, playing tennis and snow sports, and participating in pottery and cooking.
Boulder
2595 Canyon Boulevard Suite 320 Boulder, Colorado 80302