Owner, Managing Principal


Prior to founding Blue Keel Financial Planning in 2014, Charlie helped business owners, entrepreneurs, and high-net-worth families manage every aspect of their financial lives. Charlie’s 15-year career includes roles in wealth management, financial reporting & analysis, family office services, and “Big 4” public accounting. Charlie applies the skills and expertise he acquired while working with high-net-worth clients to all aspects of Blue Keel’s planning and portfolio management services.


Charlie grew up in Chapel Hill, NC and earned two degrees from The University of North Carolina at Chapel Hill (BA, Economics; MS, Accounting).

He has been featured in several major online financial publications, including: Money, Yahoo! Finance, MSN, Nasdaq, The Motley Fool, Investopedia and U.S. News & World Report.


After nearly a decade of living and working in Manhattan, Charlie relocated to Weston, Connecticut – where he enjoys slower-paced country living with his amazing attorney-turned-entrepreneur wife and their two children.

Charlie takes great pride in serving his local community in the following volunteer positions:

  • Treasurer, Friends of the Weston Public Library
  • Assistant Treasurer, Emmanuel Episcopal Church
  • Gen X Subcommittee Member, Town of Weston Strategic Planning Committee