His diligence, timeliness, and meticulous attention to detail are commendable

By Laura Tillotson, CEO Financial Life Management

Our professional paths first converged at a sports agency, where Charlie’s role was pivotal as the charismatic face of the company, while I delved into the intricate financial lives of our clients as a CPA. Even in those early days, Charlie’s genuine concern for clients was evident. After we both ventured out of the agency, our mutual respect and shared vision for client care kept our professional ties strong. Charlie frequently referred clients to me, understanding the value of a reliable CPA in their intricate financial landscapes.

Eventually, our mutual respect and shared vision led us to co-found a company that holistically caters to the off-field lives of professional athletes. Throughout our partnership, I’ve had the privilege of witnessing Charlie’s unwavering dedication to his work. His diligence, timeliness, and meticulous attention to detail are commendable. What truly sets Charlie apart, however, is his profound empathy. He has this innate ability to care deeply.

Charlie’s approach to relationships is truly egalitarian. He values every individual, regardless of their professional stature. His consistent dedication and ability to relate to people from all backgrounds make him an invaluable asset in any professional setting.