Chuck Joined Ta-Check Financial in 2019 and has been in the financial industry for 27 years. He specializes in developing financial plans for his clients and helping them with their current and future income needs. He holds FINRA Series 7, 55, 63 license through LPL Financial, and Ohio Life & Heath license. Before joining Ta-Check Financial, Chuck was a founding partner at Cleveland Research Company for thirteen years. Prior to Cleveland Research, Chuck was a Institutional Sales Trader for Key Corp in Cleveland and Los Angeles
Chuck graduated from Baldwin Wallace University Suma Cum Laude in 1993, and is a member of their Athletic Hall of Fame. Chuck currently resides in Strongsville, Ohio with his Wife Tracey and their five children. In his spare time he like fishing, golfing and spending time with his family.