Charlie Roehrer

Charlie joined the GPM team in September 2023. He started his career in the financial industry almost 15 years ago, while the last 10 were in the investment advisor space. His first “real” job was working alongside his dad at a benefits planning firm. Over time, he learned that company’s business model and went on to obtain his life, accident, and health insurance license in Michigan, 2015. Before GPM, he worked for two different registered investment advisors and obtained his Series 65 license in 2021.

His main area of focus is financial planning and critical operational support. He worked in multiple administrative, compliance assistant, and advisor capacities, and has extensive experience analyzing employer plans, self-employment retirement options, pensions, and veteran’s long-term care benefits, as well as creating cash flow projections and planning for retirement.

Outside of work, Charlie enjoys spending time with his wife of three years, Alex, their one-year-old son, Owen, family, and friends. He also enjoys podcasts focused on current events, finance, tech, and culture, as well as reading. As a lifelong Michigan native, he is always up for a hike, camping, or a night out on the town in Detroit.