Charles is a partner in Baker Tilly’s private wealth practice. With more than 30 years of experience specializing in high-net-worth individual, trust, estate and gift tax planning and compliance services. He uses his extensive industry knowledge to bring value to his clients and focuses on caring for and responding to their needs. He is passionate about keeping up to date with new planning ideas that help his clients in all matters related to their financial affairs.

Charles is a partner in Baker Tilly’s private wealth practice.

Bachelor of Science in accounting
Arizona State University

American Institute of Certified Public Accountants (AICPA)

Arizona Society of Certified Public Accountants (ASCPA)

Arizona Community Foundation, professional advisory board

Honor Health Financial Advisors, past chairman

Past recipient of the ASU Alumni Service Award

Individual Income Tax Planning & Compliance

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