Your Team

Charles D. Moore
Managing Director, Partner

Professional Experience

A native of Mogadore, Ohio, Chuck grew up in this small town with an appreciation for hard work, family and teamwork. With a strong background in athletics, Chuck understands the necessity of good communication and being held accountable. Chuck is a born leader that works to become the best at everything that he does. These attributes make Chuck a perfect fit for the financial planning needs of his clients. He is able to listen to families, understand what they seek to accomplish, then lead them to their goals.   

Areas of Expertise 

  • Retirement planning
  • Customized investment planning strategies 
  • Risk management 
  • Behavioral finance 

Education and Certifications 

  • Mount Union College

Community Involvement 

  • Member, Tschantz Deuble Bagnoli Caddy Scholarship Fund Committee
  • Active in Lake Local Youth Sports 
  • Served two terms on the board of The First Tee of Canton 
  • Served two terms on The Mount Union College Alumni Council 

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