Prior to becoming an investment professional, Charlie learned to appreciate the importance of financial planning and investment analysis as a certified public accountant. Since 1987, he has gone beyond the numbers, combining technical skill with a compassionate spirit to provide the holistic support his clients need to achieve their goals – both for themselves and for their families.
A graduate of University of Detroit Mercy, Charlie earned his Bachelor of Science degree in accounting with honors. He went on to earn his certification as a Certified Financial Planner™ practitioner. Following his accounting career, he spent several years as a financial advisor with Merrill Lynch before making the transition to Raymond James in 2008 as a senior vice president of investments and investment management consultant. After co-founding the Nemes Rush Family Wealth Management, an independent Registered Investment Advisor firm.
Charlie spends his free time playing an active role in his community. A devoted coach of youth sports, he has also served as a board member for a nonprofit organization dedicated to finding employment for the disabled and as a former president and longtime board member of Novi Catholic Central Dads’ Club.
A native of Redford Township, Michigan, Charlie is a longtime resident of Novi, along with his wife, Kathleen. He is the proud father of Patrick, Christopher and Andrew.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.