About me
Charlie and Mary Jo live in Alexandria, MN along with their 4 children Olivia, Charlotte, Duncan, and Genevieve. As a family in the summer they love spending time on the local lakes and golfing. During the winter months they spend their time playing hockey and cheering on the Cardinals hockey teams. Charlie loves spending time swimming and golfing with his family. He graduated high school from Montevideo in 2005 before attending Alexandria Community College then Bemidji State University.
After graduating ATCC he started his career at Douglas Scientific / LGC. During his 16 years there he graduated from BSU and worked his way into leadership leading teams in Engineering and Manufacturing. After more than a decade there it was time for a change and he decided to follow his passion for helping people and finances, starting his financial planning practice with Northwestern Mutual in Alexandria.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
