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.