Who We Are
The Charlie team brings over 300 years of experience from some of the world’s most trusted brands.
Team Member Spotlight
SVP of Growth & Distribution
Nick leads Charlie’s focus on partnerships and marketing, identifying ways to partner with other leading consumer brands that cater to the 62+ community.
Previously, Nick served in leadership roles with Clearcover, American Family Insurance and the Medicare division of UnitedHealth Group, the country’s largest health insurer. As a father to one child with Down Syndrome and another child with Autism, Nick is an advocate for individuals with disabilities and special needs. He’s actively involved with various non-profits, including serving on the Board of Directors and Board President for the Ronald McDonald House. He’s also and avid sports fan and outdoor enthusiast, where he serves as a coach for various youth sports.
At Charlie, we are constantly striving to learn about the needs of retirees and soon-to-be retirees from those who have spent their careers serving them.
As Featured In
For the moments that matter..
Fishing on a Tuesday
No more waiting to do the things your heart desires. Access the means to live your best life in the here and now.
Steel guitar on Saturdays
Now is the perfect time to fulfill those dreams, without worrying if you can afford them. With Charlie, you can.
Ice cream always
Living is best done in the present moment, and ice cream tastes good any day of the week. Always have enough to treat yourself and those you love.
Prioritizing your peace of mind
Advanced fraud protection
Trust and security come first at Charlie, with proactive measures including real-time transaction monitoring, protecting your money from fraud and scams.
Your savings are safe and secure. Deposits of up to $250,000 are insured through our partner bank, Sutton Bank, Member FDIC.
Banking services by Sutton Bank
Founded in Ohio in 1878, the bank behind the scenes at Charlie has been FDIC-insured since 1934.