About
Charlie spends his time working directly with clients and advisors to craft strategies that fit each client’s individual needs. He plays a crucial role in making sure these strategies are implemented in a timely fashion, providing our clients with peace of mind. When not at work, he likes to golf and watch Cleveland sports.
Education
Ohio University
Bachelor of Business, Business Administration (2019)

Dave Lightner
Founder, FSM Wealth

T.J. Gliha
President & CEO

Lauren MacLaren
Senior Vice President, Family Wealth

Pete Franz
Chief Investment Officer

Anthony Gargano
Senior Vice President, Operations

David Olson
Senior Vice President, Wealth Management

Adam Bruderly
Senior Vice President, Head of Learning & Development

Michael Baker
Vice President, Wealth Management

Dan Romic
Director, Wealth Management

Bryan Costin
Vice President, Wealth Management

Amy White
Vice President, Client Service

Jim Myers
Director, Wealth Management

Jack LaLiberte
Director, Investments

Amber Moran
Manager, Client Accounting

Nick Paterniti
Manager, Wealth Management

Jill Warfel
Manager, Client Service

Karen Ksiezyk
Senior Associate, Client Accounting

Barb Spehar
Senior Associate, Client Service

Jacqueline Hollan
Associate, Client Service

Mitchell Knotek
Associate, Wealth Management