As an executive director of wealth planning, 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 has over a decade of experience in tax planning.

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.

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 received his Bachelor of Science in business accounting and psychology from Colorado State University. He is a certified public accountant (CPA) and personal financial specialist (PFS).

What do you enjoy most about wealth management?
Interacting with and finding ways to solve problems for clients.
What do you love to do outside of work?
Read, go to the gym, or go to the movies.
What is your favorite book or what’s the most influential book you’ve read?
Crucial Conversations