Professional Background

Charlie is the Chief Executive Officer and Shareholder at FBLG. He previously worked at two banks in Colorado, as both a loan officer and CFO. In 1994, Charlie joined the firm as a staff auditor and has accumulated more than 20 years experience in the banking industry.

He has also taught various banking-related courses and has been a speaker at numerous conventions and seminars.

Areas of Experience and Expertise

• Tax planning and compliance
• Fiduciary and estate tax compliance
• Internal audits for financial institutions
• Trust examinations for national and state banks 
• Audits of common trust funds and various types of employee benefit plans
• Directors' examinations
• Mergers and acquisitions 

Educational Background

Bachelor of Science in Business Administration with emphasis in Accounting, Colorado State University

Professional Certifications & Affiliations

• Certified Public Accountant, Colorado
• American Institute of Certified Public Accountants
• Colorado Society of Certified Public Accountants