Charlie brings a thoughtful, team-driven approach to financial advising. After starting his career in strategic planning and finance for a large bank, he joined Gainline in 2019 to focus on strategic planning for people rather than a large company. A Certified Financial Planner™ and AWMA® designee, Charlie’s known for simplifying complexity and helping people make confident decisions grounded in their values.
I grew up in Boulder and went to CU after spending some time playing rugby in Scotland. After college, I lived in Cleveland for several years, then moved back to Colorado in 2019. Today I live in Denver with my wife, Maria, our son, Julius, and our two dogs, Jamie and Winston.
You’ll usually find me at the Denver Athletic Club playing squash, at home experimenting in the kitchen, and anything that keeps me active and moving. Rugby is still a passion of mine, but I don’t see the field much anymore! I also love reading (and listening) to historical fiction and non-fiction, and traveling as much as possible.
I believe in giving clients clarity and confidence. My role is to simplify complexity so they can make smart decisions and live their lives with purpose — not stress about their finances.
I played rugby in college and helped take CU to back-to-back national quarterfinals. If I had unlimited time and budget, I’d be traveling constantly — ideally to somewhere I can dust off my Italian.
I love working with people who have unique questions or complex situations — especially those that challenge me to keep learning and growing as an advisor.
Curiosity. I genuinely enjoy asking questions, getting to know people, and digging deep to find the best possible path forward for each client.
Gainline offers a variety of professionals to match every financial style.
Investment advisory services offered through Gainline Financial Partners, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. This website is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of the information provided at these web sites.
