Chuck’s focus is helping registered representatives and investment adviser representatives develop potential retirement income solutions for their clients using fixed index annuities. Believing that luck happens when preparation meets opportunity, he is passionate about educating producers to better prepare them to help their clients and, in turn, grow their businesses. Prior to joining GamePlan in 2014, he was with Allianz Life Insurance Company of North America (Allianz) for over five years. Starting as an Internal Sales Consultant on the company’s FASTeam, he transitioned to an Internal Retirement Consultant position before being selected to serve as a Hybrid Sales Trainer and Hybrid Sales Manager for six months each. Chuck was also selected to participate in the Building Ongoing Learning and Development (BOLD) program reserved for the top employees within Allianz. Chuck holds Series 6 and Series 63 securities registrations and is life and health insurance licensed.
Chuck is married and the proud father of one son and a chocolate Labrador Retriever. When not spending time with his family or at GamePlan, he enjoys draining baskets on the basketball court or picking up his clubs and hitting the links. Prior to his financial career, Chuck served our country in the United States Marine Corps.
800.886.4757 ext. 2245
600 US 169 South, Suite 1410
St Louis Park, MN 55426
Individual producer results may vary. The experience of other financial professionals is no guarantee of future success.
Please note that GamePlan Financial Marketing, LLC, its affiliated companies, and their representatives do not give legal, tax, or Social Security advice. Producers and their clients are encouraged to consult a tax advisor, attorney, or the Social Security Administration via their local office or online at www.ssa.gov.