Charlie joined FSA in March 2007 as our first internal wholesaler, dedicated strictly to annuity sales support. His positive attitude & eagerness to learn have allowed him to grow in his knowledge of fixed annuity products, and his outgoing personality has helped him form good relationships with the agents he serves.

Before coming to FSA, Charlie had experience as a personal producer in commercial lines, life, disability income, annuities & long term care. He got his first experience in brokerage working in a local general agency, helping agents with proposals, marketing materials & new business processing.

Today, he focuses on recruiting new agents and on providing a level of support that both new and existing agents can depend on. He assists agents with shopping for the right annuity product for each client's need. He trains agents on the products he recommends and he provides them with the tools they need to make the sell. Charlie's response time to his agents is exceptional and his agents know that he also provides consistent follow up to ensure that a sale is never missed.

Charlie graduated from Appalachian State University in 2004 with Bachelor's degrees in both Finance & Banking and Risk & Insurance . He also holds NC licenses for Property & Casualty, Life & Health and LTC/Med Supp. He & his girlfriend Katie live in Clayton, NC.