Bio

Charles is a principal in Baker Tilly’s private wealth practice. He has more than 17 years of experience working with high-net-worth individuals, business owners, executives, fiduciaries, families with multigenerational wealth and family offices. Charles works across Baker Tilly’s varied services offerings to develop forward-thinking, custom solutions for every client. Prior to joining Baker Tilly, Charles spent four years with another Dallas based firm, serving various entrepreneurs and their businesses and personal tax needs. Bachelor of Business Administration in accounting University of North Texas;