A headshot of associate Charles Posnecker, CFA, CFP, CTFA, AEP, CAP. He has short brown hair and he is wearing a gray suit.

Charles Posnecker, CFA®, CFP®, CTFA, AEP®, CAP®

[email protected]

Chuck Posnecker collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2005.