Get to know Charles
Charles has been married to his wife Sherry for 33 years. Together, they enjoy traveling, cooking, and spending quality time with family and friends. Charles is an avid sports fan and his favorite professional team is the Detroit Pistons.
While Sherry and Charles do not have children, they have many nieces and nephews that they love and support. They have chosen to dedicate their extra time in helping others grow in their faith through a worldwide Bible education work. Throughout the years, Charles has actively mentored teenagers and young adults in an effort to help them improve their quality of life.
In 2016, Charles was awarded the Battle Creek Community Foundation "Friend of Philanthropy" award. He enjoys giving back to his community, and is passionate about leaving people in a better place than they were before they engaged with him.
Professional
30+ Years of Experience
In June 1990, Charles joined Northwestern Mutual and never looked back. As his career progressed, his history of success grew as well. Over the years, Charles has continued to win various company and industry awards.
Since 2010, Charles has been a mentor and coach with Northwestern Mutual and has assisted with the development of many successful advisors such as Sharon Yoder and Steve Lowe. Charles's history of leadership was expanded into a Managing Director role from 2008-2011.
Charles considers one of his greatest professional accomplishments to be a lifetime member of the prestigious Million Dollar Round Table, as well as being one of the first recipients of the Northwestern Mutual Community Service Award in 1995.
There is no doubt in the amount of experience and knowledge Charles brings to the table every time he meets with his clients. He is dedicated to ensure his clients leave feeling confident, secure, and satisfied whenever they meet with him.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to be an advocate for change and growth in my community. Here are some of the organizations we partner with:
Battle Creek Community Foundation
“We promote giving, build endowment, and provide leadership to improve quality of life.” The Battle Creek Community Foundation is a public foundation built by generous residents who have donated their time, talent and treasure to make Battle Creek a better place to live. It was founded in 1974 by Leonard White, Robert B. Miller, and Harry Davidson. Their goal was to create a way for people of all means to be able to give back to their community. The Community Foundation also provides community leadership by bringing diverse groups of individuals and organizations together to develop community-wide solutions for problems and issues.
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.
Here are my areas of expertise
Financial Planning
Retirement Planning & Income Strategies
Advisory Services
Life Insurance Strategies
Investment Planning & Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
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.
