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Charlie Mattingly

Principal

CFP®, MBA

Originally from Louisville, Kentucky, Charlie earned his Bachelor of Science degree in Mechanical Engineering from the University of Tennessee. He then entered the United States Air Force where he served for ten years as an officer and F-16 fighter pilot.

While serving in the Air Force Charlie shared his passion for personal financial planning by administering Dave Ramsey’s Financial Peace University to his fellow military service men and women. After his ten years in the Air Force, Charlie wanted to begin a new career helping others understand and thrive in personal finance so he earned his Master of Business Administration in Financial Planning from California Lutheran University. Charlie also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation in 2012. In addition, Charlie was hired by Southwest Airlines in 2007. After flying commercially for 13 years, Charlie jumped at the opportunity to take the VSP (Voluntary Separation Program) in 2020 to focus on helping his clients.

Charlie’s joy in life is to truly understand each client’s unique situation and their family’s goals and dreams for the future. His goal is to take the worry out of personal finance. He works hard to be worthy of his clients’ trust, providing absolute transparency, a high level of integrity and objective advice. His prior life and work experiences as an Air Force officer and pilot have helped him understand the discipline, knowledge and leadership it takes to be an effective financial advisor for his clients.

Charlie enjoys watching his three girls grow up, (much too fast), spending quality time with his wife Leisa, reading, and taking care of the horse farm with any time left over.