Charles is a principal in Baker Tilly’s private wealth practice. With more than 30 years of experience specializing in high-net-worth individual, trust, estate and gift tax planning and compliance services. He uses his extensive industry knowledge to bring value to his clients and focuses on caring for and responding to their needs. He is passionate about keeping up to date with new planning ideas that help his clients in all matters related to their financial affairs.
- American Institute of Certified Public Accountants (AICPA)
- Arizona Society of Certified Public Accountants (ASCPA)
- Arizona Community Foundation, professional advisory board
- Honor Health Financial Advisors, past chairman
- Past recipient of the ASU Alumni Service Award
- Executive Council 70, life member
Location
Scottsdale, AZ
Education
Bachelor of Science in accounting
Arizona State University
