Meet Our Team

Charles Hart CFP®, CPA, PFS


With over 30 years of experience, Charles is best known for helping clients achieve their dreams for today, tomorrow, and well into the future. His process and approach starts with a personalized conversation covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, Charles can help take the uncertainty out of planning for your financial future. When he is not working with his clients, Charles enjoys being with his wife; Debbie, his children and grandchildren. He can also be found travelling, participating with his church and cheering on Big 12 football.

Our team approach adds perspective to all we do and provides increased benefits to our clients.