Charles C. Nunley, CPWA^®, CEPA^®

I am so grateful that my job allows me to help people achieve their goals. Meeting with clients and learning their stories is one of the most rewarding parts of my work. Each client is unique, with their own aspirations and plans for their wealth, and I find immense satisfaction in crafting strategies that reflect their individual journeys.

My career began as a fixed income derivatives trader on the floor of the Chicago Board of Trade, where I spent two decades honing my skills. This experience laid the foundation for my understanding of financial markets and the importance of strategic planning. I later co-founded a real estate development firm, which deepened my appreciation for financial literacy, tax strategy, and risk management.

To expand my technical expertise, I earned a Bachelor of Science in Finance and a Master of Accountancy from DePaul University. My journey continued at BDO’s Private Client Services Group, advising high-net-worth individuals and families on tax-aware planning strategies. In 2021, I joined Great Lakes Asset Management, where I help clients navigate complex financial decisions with clarity and confidence.

I hold the Certified Private Wealth Advisor^® (CPWA^®) and Certified Exit Planning Advisor^® (CEPA^®) designations, reflecting my dedication to serving ultra-high-net-worth clients and business owners preparing for succession or liquidity events.

I live in Wheaton, Illinois, with my wife Vanessa, where we raised our two grown children. Outside the office, I enjoy Formula One racing, golf, working out, and spending time with our dog, Dugan. My family supports me in every way possible, and I am grateful for their encouragement and love.