Charlie is a co-founder, and managing partner at Gallagher Pool Wealth Management, embarking on his financial journey in 1995 with a prominent national financial services firm. Transitioning to an independent planning platform in 2005 marked a pivotal moment in his career, catalyzing a trajectory centered on empowering individuals, business owners, and retirees to make informed and strategic financial decisions. Known for his expertise in comprehensive financial planning, Charlie leverages the firm's proprietary Wealth GPS seeking to help clients amass, safeguard, and tactfully transfer their wealth with precision and foresight.

A graduate of Olivet Nazarene University, Charlie holds a Bachelor of Science degree in Economics, a foundation that underpins his strategic financial acumen. Recognized as a sought-after presenter and guest lecturer, he actively engages with businesses and retiree groups, sharing insights on the firm's Wealth GPS Process and a diverse array of financial, retirement, and investment-related topics.

Beyond his professional endeavors, Charlie finds fulfillment in coaching Centerville youth athletics, exploring new horizons through travel and fishing. Resideing in Washington Township with his wife Janelle, their three children—Gunnar, Ainsley, and Grady—and Roxy, their beloved beautiful mut dog companion.

Phil is a distinguished professional in the world of finance, renowned for his experience in crafting tailor-made investment strategies for his clients through his comprehensive and personalized approach. With a firm belief that individuality should be at the core of every financial plan, Phil's methods seeks to set him apart in the industry.

As an Accredited Investment Fiduciary, Phil upholds the highest standards of integrity and trust, ensuring that the best interests of his clients always come first. His dedication to ethical practices and commitment to excellence have earned him a reputation as a professional advisor in the realm of investments.

A graduate of Miami University in Oxford, Ohio, Phil's academic foundation has equipped him with the knowledge and skills necessary to navigate the complexities of the financial world effectively. His academic achievements reflect his unwavering dedication to continuous growth and learning in his field.

Located in the picturesque Sugarcreek Township, Phil finds solace in the company of his loyal companion, Mr. Myles, a Brussels Griffon he rescued. Beyond his professional endeavors, Phil cultivates a well-rounded lifestyle, indulging in various activities such as running, CrossFit, downhill skiing, water skiing, and tending to his yard. His pursuit of a balanced life mirrors his holistic approach to financial planning, where harmony and meticulous attention to detail are paramount.

Phil's unwavering commitment to his clients, coupled with his passion for excellence in all aspects of his life, solidify his standing as a reputable figure in the realm of finance and personal investment.

Brandon Fourman, CFP®, serves as our Director of Financial Planning. With a career in the finance industry that began in 2017, Brandon joined the Gallagher Pool Wealth Management team in 2020.

He holds dual bachelor’s degrees in Financial Services and Accounting from Wright State University and is a CERTIFIED FINANCIAL PLANNER™ professional. His Series 7 registration is held with LPL Financial. Brandon is dedicated to working with you to create a customized financial plan designed to guide you towards confidence and financial independence.

Brandon resides in his original hometown of Arcanum with his wife Heather, and their two daughters Avery, and Leah. In his free time he enjoys fishing, hiking, and rec league volleyball. They do frequent walks with their Great Danes Bentley, and Zoey. 

Chas is a private wealth advisor at Gallagher Pool Wealth Management. Investing in his first company at the age of 8 – Chas has a lifelong love of investing. He started working in wealth management as an intern for Gallagher Pool. Later, Chas started his full-time career as a financial advisor at Northwestern Mutual for a number of years before returning to Gallagher Pool. As an Accredited Investment Fiduciary, and Certified Exit Planning Advisor, Chas is focused on helping clients manage their goals by building a strategic plan in order to grow, preserve, and transfer wealth.

Chas graduated Magna Cum Laude from the University of Dayton with a liberal arts degree focused on Finance and Philosophy. He also attended the University of Southern California where he studied economics until transferring to the University of Dayton.

When he isn’t working, Chas loves cooking, exercising, and spending time with his family. He also enjoys hiking, learning, and spending time with his German Shepherd, Duke. Chas is involved in Dayton Rotary, frequently attends charity events, and loves being an active community member in Dayton.

If you'd like to connect with him, please use this calendar link: https://oncehub.com/chas

Carla Trebnick is a seasoned professional with more than 20 years of experience as Director of Client Services. At Gallagher Pool, she oversees all aspects of client support, delivering personalized guidance and assistance with a distinctive touch that fosters lasting relationships. Her deep industry knowledge and commitment to excellence ensure clients receive seamless, high-quality service tailored to their needs. Carla resides in Springboro, Ohio, where she balances her career with a fulfilling family life. She is married to Aaron and is the proud mother of two sons, Ivan and Floyd.