Charles oversees the Onboarding experience of all new clients. He brings 16 years of experience in retirement plan administration, including daily operation, plan design, and compliance. He is committed to developing others to provide exceptional, quality service. With strengths in creativity, problem solving, and relationship management, Charles assists clients in accomplishing their goals. Charles has over 15 years of leadership experience working in Christian Churches focusing on staff development, organizational assessment, and strategic planning.
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