Executive Director, Wealth Planning
As Executive Director of Tax, Charlie plays a significant role as the firm’s tax expert, providing guidance on the complex tax planning issues that arise for high-net-worth individuals and their families.
Charlie is responsible for tax-related awareness and expertise in all aspects of the client experience and portfolio. In his role, he also manages client CPA relationships, focusing on both short-term and long-term client outcomes.
Charlie has over a decade of experience in tax planning. Prior to joining Crestone, Charlie worked at Gary A. Jacobs & Associates, P.C. CPA where he was responsible for tax compliance, assurance, consulting and advisory for individuals, businesses, non-profits and trusts.
Charlie earned his B.S. of Business Accounting and Psychology from Colorado State University. He is a Certified Public Accountant.