Charles B. Wetmore

Servicing Advisor

Charles joined the team in 2017. As a Servicing Advisor, he provides support to our advisors and of course, to all of our clients. Charles is currently working on earning his Certified Financial Planner (CFP) designation.

Before that …

Charles completed his undergraduate education in his home state of California where he attended University of California, Davis and received a bachelor’s of art degree in Economics. Upon graduating, Charles moved to Colorado and began his professional experience working in the financial industry in the Denver Metro area.

At home …

Charles has a passion for traveling and outdoor activities such rock climbing, skiing, and running. He also enjoys watching soccer and football!