Investment Advisor Representative
2444 East Kimberly Road
PO Box 985, Davenport, IA 52805
Charlie has been serving the Quad Cities through the CPA firm Horan Barker Collins since 1982. Prior to starting that firm, Charlie worked for several years as a Pension Specialist for the Arthur Andersen Small Business Tax Group in downtown Chicago. A graduate of Notre Dame, with a degree in business, Charlie served in the Air Force for three years, including a year overseas in Korea. He has two graduate degrees — an MBA from the University of Iowa, and a Masters Degree in Taxation from DePaul.
For several years, Charlie has been providing retirement planning and 401(k) program services as a division of Horan Barker Collins. Renaming that business Criterium Financial in late 2005 reflects a renewed and refocused commitment to the needs of clients with respect to personal and corporate retirement planning. The same staff will continue to provide the same level of service through Criterium Financial that plan sponsors have come to expect from Horan Barker Collins.