Charlie and Lori are native South Carolinians and have lived in Fort Mill, SC for over 20 years. Meeting at the University of South Carolina, both graduated there and moved to their next phase of learning; marriage. Charlie and Lori have two children: son, Chuck, and daughter, Jordan. Both Chuck and Jordan are graduates of the University of South Carolina as well.
Charlie and Lori are active in the Fort Mill Schools, in organized youth sports, in their church, Good Shepherd, and in the local North and South Carolina tennis leagues.
Charlie has a special passion for helping families develop and understand appropriate financial, risk, and retirement strategies after seeing the strains and difficulties experienced by Lori’s mom and dad. People that know him enjoy his sense of humor and an authentic and caring relationship. Charlie recognizes the honor and privilege it is when an individual or family includes him in their continued journey from success to significance. He finds fulfillment in educating individuals and families, helping them to make informed decisions that can lead to living retirement with significance and confidence. Charlie is an investment advisor representative of Insight Folios and a licensed producer of Life, Accident, and Health insurances. He is a graduate of the University of South Carolina and the South Carolina Honors College and holds BS, MS, and Ph.D. degrees in Chemical Engineering.
Two of Charlie’s ongoing personal challenges are: to grow up to be like his children, and to be one-half the man his dogs think he is.