Chuck Etzweiler MBA, CIMA®, CFP®, CMT

Chuck is the man with the plan. He takes the deep dive into the philosophy and strategies of market investors. He specializes in analyzing the behavior of investors, so that clients can benefit financially from sound, rational choices on a consistent basis. Make no mistake, though: While Chuck is calm, he is driven, fueled by generosity, some choice meat sticks, a dash of rock & roll, and above all by a desire to serve.