Charles G. Millington CPA, MBA, CFP ®, CEP®

Chuck brings significant perspective to the firm and to each client relationship.  He has experienced a variety of market cycles and economic environments and knows when action is necessary and when to stay the course.  He has experienced a great deal of success in the financial services industry and has raised children who now have children of their own. 

Chuck is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™, and CERTIFIED ESTATE PLANNER™. He holds a Master of Business Administration from DePaul University and has worked in the financial services industry across a variety of market environments. Chuck works closely with clients to understand their goals, offer informed guidance, and help them make financial decisions aligned with their personal circumstances. He brings a thoughtful and steady approach to client relationships and values long-term financial planning built on communication and trust.