Guy Charles

Partner/ Financial Services Professional

My passion, has always been people.  Growing up in Celina, Texas, I developed a lens through which I run everything in my life, from my Faith, to my family, to my business.   I believe one must do what is right, love people, and work humbly; no matter what.


With over twenty years experience in customer relations and small business, my commitment is to provide a personal relationship where my clients feel cared for and heard.  My goal is to help one create a path where financial opportunities aren't lost, left to chance or forgotten.  This is a achieved through adequately understanding a clients wants and fears.  I pride myself on getting to know each client so that I can understand their individual needs and what matters most to them.  Through this partnership I am able to recommend products and research-based strategies designed not only to meet their current needs, but more importantly, future ones.


If I'm not in the office, you can always find me in boots and jeans, spending time with my beautiful bride and our two daughters ...and more than likely, cooking good food in old cast iron.


I am licensed to sell insurance in TX. 

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.



Phone 469-382-9707