Our Team

Charles started his Investment Management career as a bond trader and portfolio manager with a large institutional investment banking firm over 40 years ago. He spent the first half of his career working exclusively for large institutions and then transitioned into serving the financial needs of individuals, foundations, family-owned businesses, and other corporate entities. 
 
Charles enjoys helping every Client formulate a plan to pursue their financial goals and navigate the various markets, products, and strategies along the way.
 
After 21 years as a Senior Vice President and Senior Investment Advisor for Wells Fargo Wealth Management, Charles and his team made the decision in 2021 to establish GPL Asset Management.  This venture is part of Charles’ continued effort, as to maintain a fiduciary standard, to bring customized strategies and wealth planning to the complex needs of his Clients and their Families. 
 
Charles is inspired in life and dedicated to his Faith, Family, Friends and golf.

Joseph started his career in 2009 after graduating with a Bachelors in Business Administration from Trine University. After twelve years as a Vice President & Investment Officer he and his team decided to launch their own firm, GPL Asset Management. His firm develops specific strategies for clients with the goal of mitigating tax liability, accumulating and preserving assets, increasing growth, and helping them plan for the transfer of their wealth. Joseph focuses on providing objective guidance and comprehensive financial planning with transparency in portfolios and investments to help his clients pursue their financial goals. He is committed to careful asset management, putting his client’s needs first.

Joseph and his wife, Chelsie, have two small children. Together, they enjoy hiking, exploring new places and cooking (mostly tacos). They are active members in their church.