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 in 2005. 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 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 Wealth GPS Process and other financial, retirement and investment related topics.
In his spare time he enjoys coaching Centerville youth athletics, traveling and fishing. Charlie and his wife Janelle reside in Washington Township with their 3 children Gunnar, Ainsley, and Grady.