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ADVISOR QUOTE:

"Your legacy is established,

one good financial decision at a time"

About Charles.

In my many years as a financial services professional I have come to understand that goals and dreams are very similar yet very unique. This understanding is why it is critical for me to use all of my resources, experience and wisdom learned throughout my career from many of the best and most compassionate financial counselors in this industry, for the benefit of the people I serve, clients and advisors.

Years of Experience

Education

Office Location

Contact

Email

24 Years

BA, University of Illinois

​

1327 W. Washington Blvd.

Suite 102B

Chicago, IL 60607

Direct: 773-677-6025

(402) 454-7222

10040 Regency Circle

Suite 340

Omaha, NE 68114

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SERVICES

Lexus Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Lexus Wealth Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes and does not intend to make an offer or solicitation for the sale or purchase of any product or security.. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Lexus Wealth Management unless a client service agreement is in place.

 

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