Charlie is the co-founder and managing partner of Gallagher Pool Wealth Management. He started his career in 1995 with a large national financial services firm prior to taking his practice to an independent planning platform. His years of experience have allowed him to counsel individuals, business owners and retirees to make prudent financial decisions. Charlie specializes in comprehensive financial planning by using the firm's Wealth GPS and R.I.S.K process to help people accumulate, preserve, and efficiently transfer wealth.
Charlie is a graduate of Olivet Nazarene University with a Bachelor of Science degree in Economics. He is a frequent presenter and guest lecturer to businesses and retiree groups about the firm's R.I.S.K process and other financial, retirement and investment related topics. He is a qualifying member of the financial service industry's Million Dollar Round Table and a member of the Financial Planning Association.
In his spare time he enjoys coaching Centerville youth athletics and is a member of the Centerville Noon Optimist Club. Charlie and his wife Janelle reside in Washington Township with their 3 children Gunnar, Ainsley, and Grady.