Managing Avalon’s Portland office, Charlie utilizes over 35 years of experience to craft strategies for clients, articulating individual priorities in order to meet personal goals. Clients appreciate his ability to translate complex financial scenarios into understandable and actionable plans.

 

Prior to joining Avalon, Charlie was the CEO of Dobson Asset Management, an investment advisory firm that served individuals, families and businesses throughout the Northwest for more than 20 years. Charlie has studied at San Diego State University and The College of Financial Planning in Denver. Charlie is an active contributor to the Portland community, serving on the investment committee of Friends of the Children-Portland, Greater Than, The Children’s Institute, Western Institute of Nursing, The Carolyn Foundation and the Beaverton Rotary Foundation. Charlie is Past President of Beaverton’s Rotary Foundation and Rotary Club.