Charles Stewart

Charlie leverages his extensive background to structure insurance-based plans that protect families and businesses while providing tailored financial solutions. He helps clients eliminate taxes and stock market risk in retirement, ensuring financial security through guaranteed income streams and personal pensions that last a lifetime. Charlie is a rare individual who prioritizes client relationships, understanding that trust and protection are the foundation of securing a family's future. With over 20 years of experience as a financial advisor and insurance specialist, he has worked with Fortune 500 companies such as Morgan Stanley and Fifth Third Bank. His expertise is backed by a Master of Business Administration (MBA) with a Finance concentration from DeVry University Keller Graduate School of Management and a Bachelor of Economics from Northern Illinois University.