Charlie is the President and Founder of LDA; a software created to help insurance advisors, distributors and carriers communicate insurance solutions more easily and effectively. Charlie’s background is in mechanical engineering, however, when recruited to the insurance industry by his stepfather (a 50-year producer) to see what technology could do for his practice, Charlie saw insurance from the perspective of the consumers and recognized an opportunity to streamline in how insurance was sold. Charlie created Life Design Analysis software, a web-based platform in 2014. The business has grown significantly with products spanning from independent advisors, wealth management firms, banks & insurance companies all benefiting from increased productivity, revenue and compliance. In his spare time, Charlie enjoys golfing, cooking and spending time with his wife and two kids.