Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

Charles R. Sleezer

Charles R. Sleezer

    • Senior Financial Advisor
    Charlie anchors our team’s investment philosophy of discipline, value, and research. He is known as the team’s “eyes on the screen.” Charlie is typically in the office and available to answer client questions as they arise. He developed an interest in the financial markets at a young age and in his teens earned the nickname “Alex P. Keaton”, reflecting the television character’s strong and often comical focus on finances. He holds a bachelor’s degree in finance from the University of Illinois’ College of Commerce and Business Administration at Champaign-Urbana. He has over two decades of investment experience and is one of the founding members of our firm in 2003.

     

    CA Insurance License Number #0F58056, Resident IL.

    Language

    • English

    About Us

    We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.