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Charles Wayne, CFP®, CLTC

Charles Wayne, CFP®, CLTC

Financial Planner

Chuck has been in the financial advising industry for over 37 years. He utilizes his breadth of expertise, and network of experienced professionals, to help clients with retirement analysis, estate strategies, employee benefit and retention services, business continuation strategies, and more. Chuck has had the opportunity to help clients from all walks of life while being based in the Midwest for most of his career.