CERTIFIED FINANCIAL PLANNER™

2016 Georgia Underwriting Association All-Star Insurance Professional.

PERSONAL: Charles and his wife, Gaye, have been married for 32 years. They live in Suwanee, Georgia and have three children. They enjoy an active outdoor life including camping, tennis, hunting, fishing and skiing. They are members of McKendree United Methodist Church in Lawrenceville.

EDUCATION:

Chartered Life Underwriter, 1990.
Georgia State University, BBA, ACCOUNTING, 1981.
Reinhardt College, ABA, 1979.

SPECIALIZED TRAINING:

Continuing Education Requirements – minimum 30 hours every 2 years.
Life Underwriting Training Council, Bus. Ins., 1988.

PROFESSIONAL ASSOCIATIONS:

National Association of Insurance and Financial Advisors
Association of Health Insurance Agents

EMPLOYMENT HISTORY:

1986 to Present: Agency Principal responsible for generating new clients, determining their needs, recommending proper solutions, and then reviewing those needs and solutions on a periodic basis.

1983 to 1986: Digital Devices Corporation; President; Founded small computer manufacturing firm which developed, manufactured and marketed third party accessories for the Atari home computer.