Chuck has been providing financial solutions and wealth management advice to his clients for over 25 years. Prior to co-founding StrongBox Wealth, Chuck served as Managing Director-Investments for Cooper Wealth Management Group of Wells Fargo Advisors. Committed to delivering big picture client solutions through active listening, clear-to-understand advice, and sophisticated portfolio management, Chuck cultivates true long-term partnerships with his clients. He is a CERTIFIED FINANCIAL PLANNER™ practitioner. Chuck graduated in 1992 from University of Missouri-Columbia with a B.S. in Business. He serves his community as Director and Past-Chair for Velocity Lee’s Summit, a resource group for e