Vine Wealth Management
6895 Lake St. Louis Blvd.
Lake St. Louis, MO 63367
www.vinewm.com
Charles allowed the influence of his upbringing and personal passions to guide his career path. As the son of two wealth advisors, he understands the importance of building a solid financial foundation and planning in advance. Over the years, he discovered that his own interests aligned with the industry basics – creating prosperous relationships, helping clients pursue their goals, and serving as a dependable guide to a sound financial future.
Charles takes pride in positively impacting his clients’ lives. Allowing his clients to spend more time on what matters most, motivates him to fulfill all their unique needs. He graduated from the University of Missouri with a Bachelor of Science in Personal Financial Management and joined the Vine Wealth Management team in 2020.
When he is not working with clients, he enjoys spending time with his family, playing golf, and traveling. He currently resides in Lake Saint Louis, Missouri.