Charles B. Wetmore

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 enjoys spending time with his wife, whom both share a passion for traveling and outdoor activities such as rock climbing, skiing/snowboarding, trail running, as well as live music and sports.  Charles is an enthusiast for watching soccer and football!  COYG!