Charlie is a principal and founding member of H&S Tax and Wealth Advisors, LLC, a Registered Investment Advisor and H&S Tax Associates, LLC, an affiliate accounting firm. Charlie is a Certified Public Accountant (CPA) and American Institute of Public Accountants Personal Financial Specialist (PFS).

Charlie is a Certified Public Accountant (CPA) with more than 25 years of professional experience advising high-net-worth individuals, families and small businesses on tax and financial matters. He has earned the American Institute of Certified Public Accountants' PFS (Personal Financial Specialist) credential CPA/PFS. A CPA/PFS is a CPA with the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning.

Charlie served as Vice President in Private Client Groups with JP Morgan and Bank of America for over 10 years on Wall Street.

Charlie graduated with a Bachelor of Arts in Finance and Accounting from Richard Stockton College of New Jersey. He obtained his Masters in Accountancy and is an Advanced Certified QuickBooks Pro Advisor.