Our Qualifications

Charlton has served as a Financial Consultant in North Alabama  since 1998.
In 1993, he received his BA  from The University of Georgia and went on to receive his MBA from Brenau University in 1998.

In  2013, 2014, and 2015, he received the Freedom Club award for outstanding client service.
Charlton is dedicated to developing lasting relationships with all his clients.
He believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process.
One of the benefits of working with Charlton is his  ability to provide clear, easily understood explanations of financial products and services.
The personal program that Charlton can provide is a roadmap to working toward a more secure financial future.