The primary mission of Financial Poise™ is to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners, and executives, and to help trusted advisors do the same.
As a 25 year+ veteran in the insurance industry, Chuck has worked for several large multi-national carriers, including Travelers, Hanover and Liberty Mutual. He has spent the majority of his career as a large accounts underwriter, handling a variety of businesses across multiple industries. As a Middle Market underwriting manager, he successfully balanced the needs of the customer, agency and broker with the carriers need for profitable growth. Currently, as a Senior Territory Manger for Liberty Mutual, he is responsible for the profitable production and growth of 65+ agencies in the Chicago area. He enjoys developing and maintaining relationships with both customers and brokers and looks forward to the day when in-office visits are a viable option again!