Charles Cooper, CLU®, LUTCF  Managing Director


My goal is to develop and maintain a professional business atmosphere in our firm, with a focus on high ethical standards. As the Managing Director, Cincinnati, I am responsible for recruiting professional sales personnel for the firm, and to develop marketing plans to help these representatives reach their career goals. Our firm believes in the value of long-term relationships, service, integrity and uncompromised quality. We are focused on becoming a lifetime resource for each and every client. Properly licensed and registered professionals within our firm can offer the following products and services:



  • Fixed and Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Health Insurance
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Lump Sum Pension Distribution
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
  • Stocks, Bonds and Options


  • Life Underwriter Training Council Fellow
  • Series 6
  • Series 7
  • Series 63
  • Series 26
  • Series 24
  • Life and Health Licenses in Ohio and Kentucky


  • Graduate of Elon University, Cum Laude
  • Graduate of Elon University Honors College
  • 10 year resident of Cincinnati
  • Charles lives with his wife, Casondra, and their 4 children
  • Hobbies: Classically Trained Lyric Tenor, Golf, Cooking, Travel 


  • Member of the National Association of Insurance and Financial Advisors (NAIFA)

Check the background of this investment professional on FINRA's BrokerCheck.

Group Assignment(s):

  • Leadership
Charles Cooper, CLU®, LUTCF, Managing Director


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