Charlie joined WBH in July of 2023. After attending The Boys' Latin School of Maryland, he earned a Bachelor of Arts degree in Economics from the University of Maryland-College Park. Charlie is an Investment Advisor Representative and is eager to begin working toward obtaining the CFP® certification. Charlie is interested in current economic conditions and studying their impact on investment decisions and outcomes. Charlie is excited to begin his professional career at WBH Advisory and is eager to help the firm's clients meet their personal and financial goals.