Investment Advisor Representative
2444 East Kimberly Road
Davenport, IA 52807
Charlie has been serving the Quad Cities through the CPA firm Horan & Barker 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.
Charlie has been providing retirement planning and 401(k) program services for over 40 years, with focused commitment to the needs of clients with respect to personal and corporate retirement planning.