As an Equity Partner and Director of Business Development, Marketing, and New Client Services at CWA, Charles has driven the firm’s strategic growth and client success for nearly 25 years. His leadership has been instrumental in the firm’s strategic expansion and client engagement. He is deeply committed to empowering dental professionals to meet and exceed their financial aspirations, a commitment that has fueled CWA’s reputation and continued growth.
He travels the country speaking at dental schools and residency programs, study clubs, dental symposiums and state and national dental meetings on strategies to reach financial freedom. Since 2004, Charles has presented to over 40,000 dentists and over 60 dental schools. He is a published author, and host of the top-ranking dental podcast, Transition Talk.
He founded CWA’s affiliate company, NDP, which assists doctors in buying, transitioning, and valuing their dental practice. He and his team help hundreds of dental professionals with their transition goals annually.
Charles also facilitates and presents a robust business curriculum at Texas Tech El Paso Dental School, where his mission is to prepare dental students for success in the business side of dentistry upon graduation.
Using his insight and experience for over three decades in the dental industry, his passion is helping diagnose the financial support dentists need and then connecting them with someone who will then help them achieve their financial goals.