Chuck Bautista

Managing Director


Chuck's experience in the financial services industry has evolved from customer service roles out of college through to executive level sales roles in recent years.  He has worked in Colorado, New York and Texas covering regions of the country in sales roles encompassing the states of Colorado, New Mexico, New York, New Hampshire, Vermont, Maine, Texas and Louisiana.  During that time, he worked with advisors and their clients to help them achieve their ultimate investment objectives.  Chuck has spent time over the last 19 years working with and becoming proficient in financial solutions such as mutual funds, separately managed accounts, annuities and protection products all aimed at helping clients achieve their financial goals.  

Chuck recently moved to Highlands Ranch, Colorado with his wife Mildred, and their daughters Scarlett and Gwyneth. He enjoys sharing his love for music, sports, movies and the outdoors with them.