Chuck works to promote, implement, and sell Advyzon’s comprehensive solution for registered investment advisors as Senior Vice President of Business Development.

Chuck started his career as a financial advisor with Wells Fargo Advisors before moving to Morningstar\Morningstar Investment Management, and ultimately Advyzon.

He holds a bachelor’s degree in Finance from Baylor University and the CERTIFIED FINANCIAL PLANNER designation as well as the CERTIFIED INVESTMENT MANAGEMENT ANALYST® designation.