Chuck has been in the accounting and finance business since 1991
and provides tax services, financial planning and investment advisory services to individuals, business owners and companies. Chuck has served as audit manager for KPMG, controller with the Texas Pacific Group and partner with Boucher, Morgan and Young, as well as majority shareholder in BMY Wealth Management, Inc.
Chuck received a bachelor’s degree in accounting from Tarleton State University. He is a registered Investment Advisor Representative with LPL Financial and holds Series 7, 24 and 66 registrations through LPL Financial. Chuck is a member of the AICPA and Texas Society of Certified Public Accountants.
Our mission is to provide our clients with objective financial advice
and services that will assist them in reaching their financial goals. Our services will be performed with the highest degree of professionalism and integrity and will always be provided with the client's best interest in mind.