Since graduating from law school, his focus has been solely on providing sophisticated estate and wealth transfer planning strategies to high-net-worth individuals and families, entrepreneurs, and corporate executives with diverse asset protection needs. Having originally practiced as part of the financial advisory community and in public accounting, Chuck combines his legal experience, tax knowledge, and financial planning acumen to provide clients with an innovative approach to wealth transfer planning and asset protection.

Chuck collaborates with a client’s financial advisors, accountants, life insurance professionals and family attorneys to provide them with the most well-rounded estate planning strategies available.  He also works with Trustees and Executors to provide advice and support for the proper and efficient administration of trusts and estates.

Chuck is Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization and is a regular presenter to the financial planning sector regarding estate planning.  Prior to entering law school, Chuck practiced as a CPA in Oklahoma at KPMG.  He is a graduate of Texas Christian University (1992) and the University of Oklahoma College of Law (1997) and is a member of the Texas, Oklahoma, and South Dakota Bars.