USMC (1982-1986) Served in the United States Marine Corp for four years, traveling to several countries, spending one year in Okinawa, Japan
AS (1992) Associates degree at Southern New Hampshire University majoring in Business Administration.
LUTCF (1994) Life Underwriter Training Council Fellow, a professional service trade group designation awarded after completion of courses including financial planning and business related financial planning.
CLU (2003) Chartered Life Underwriter designation achieved after completion of advanced coursed in the estate planning field offered by American College.
ChFC (2008) Chartered Financial Consultant designation achieved after completion of courses with emphasis on retirement, financial and tax planning through American College.
TOT Top of the Table. Chuck has qualified for the Million Dollar Round Table’s prestigious TOT qualification. This group is limited to the top 1% of their 31,000 worldwide membership of premier association of financial professionals. Keeping us on the cutting edge of the financial world.
NAIFA Chuck is a past president of New Hampshire’s chapter of the National Association of Insurance and Financial Investors.
OTHER Also a member of The Society of Financial Service Professionals.
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