Chuck has enjoyed helping trust clients for his entire career, beginning in 1979. He brings to the table a practical experience of administering trusts of all types and sizes including Revocable Trusts, Trusts Under Will and Charitable Trusts. He enjoys first exploring and then providing for the financial needs of his clients. Throughout his career he has worked with numerous families in generational transfers through gifting programs, estate planning and estate settlement.
Chuck is a graduate of Ball State University with a B.S. in Finance. He furthered his education in the trust profession by graduating from the Cannon Financial Institute's Trust Administration program as well as its Trust Investment program. He has completed numerous banking-related courses.
Chuck has also devoted much of his private life to helping the community in which he lives. He has served in leadership positions with many local organizations including the United Way, economic development boards and arts-related boards. He has done extensive fundraising and was instrumental in the founding of the West Jay Community Center.
Call Chuck at 260.726.7158 or 765.747.1578 or email him at firstname.lastname@example.org.
Office: 260.726.7158 or 765.747.1578
Fax: 260.726.8137 or 765.747.1533
112 W. Main St.
Portland, IN 47371