Chuck has been in the accounting and finance business for 23 years and provides tax planning, financial planning and investment advisory services to individuals, business owners and companies. Included in his 23 years of experience, 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 in 1991. 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.