Charlie has always approached financial planning the way a great teacher approaches a complex subject: with patience, clarity, and a genuine belief that understanding changes everything. After earning his CFP™ designation and building his career at Edward Jones, Vanguard, and Fidelity, where he was recognized as a top-10 producer among more than 400 advisors, he joined Big Money Retirement to do what he loves most: sitting with clients, hearing their stories, and helping them build a confident path toward the retirement they’ve worked so hard for. Away from work, Charlie is an ice hockey player, a devoted Braves fan, and a lover of classic film noir. He lives with his partner, Alyssa, and their two pugs, Freddie and Rucker.

With a decade of experience at two of the largest financial institutions in America, Matt recently joined Big Money Retirement Solutions in 2024 as a fiduciary financial advisor. Armed with the WMCP® and CRPC®  designations, he leverages a wealth of experience to guide clients towards financial success. Beyond the world of finance, Matt is a family man, married with three children, that live on their family farm together operating a thriving market garden. His interests extend to practicing Jiu-Jitsu, lacrosse and strategic investments in real estate, reflecting a diverse skill set ready to benefit clients. 

Jeremy brings more than two decades of experience with leading financial custodians to his role as Executive Vice President of Operations at Big Money Retirement Solutions. Drawing on a deep background in supporting wealth management firms, along with his Series 7 and Series 63 licenses, he is instrumental in designing and implementing operational strategies that deliver a client-first experience. His leadership is grounded in a commitment to excellence, ensuring every client interaction reflects the firm’s standard of elite service. Outside of the office, Jeremy values time with his wife and twin children, and is deeply invested in his community. He actively partners with local pastors on faith-based outreach initiatives and leads a nonprofit organization dedicated to providing faith-centered sports programs for both youth and adults.

Born and raised in Upstate of SC, Lindsey brings both professional expertise and a personal touch to her role as Director of Marketing. With over a decade of experience in customer service, she understands the importance of clarity, trust, and meaningful connection in every client interaction. Since joining the firm in 2023, Lindsey has led the way in shaping the client experience—overseeing all marketing, social media, events, and communications—while also fostering a strong, positive culture within the team. When she’s not creating meaningful experiences for clients, Lindsey is making memories with her two young sons—whether at the park, in the mountains, or at the beach.