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Charles Tipping
Charles Tipping
Financial Professional, Sales Director, Tallahassee, FL
850-972-8030  |  CharlesTipping@AHFplanners.com

 

Passionately bringing vast leadership experience in financial services and Employee Benefits solutions to American Heritage Financial, with a focus on exceptional client service, project management, evaluation and strategic preparation, Charles has a focus on delivering high-performance results by engaging and empowering clients, both in the public and private sectors. 

Having had community leadership and stewardship roles within Boy Scouts, church, local and national charities, as well as being formally trained, Charles is a seasoned professional who is a partner with the Senior Leadership team to establish a people-focused organization that works as one with a strategy aligned to the values of both individuals and companies.

Having benchmarked against best practices and the implementation of initiatives that are aimed at continuous improvement, Charles has experience aligning with client goals and needs accurately and objectively diagnosing client issues, developing solutions, solving problems, and implementing strategies to address these issues.

Charles, along with his wife of 29 years, Lisa, enjoys the Big Bend and Tallahassee lifestyle and the hospitality and pride that goes along with it, especially with Lisa employed at Florida State University and having children who graduated from FSU.

Contact Your New Financial Professional Today!

 

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American Heritage Financial, LLC is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.
American Heritage Financial, LLC is authorized to conduct life insurance and securities business in Florida and may be licensed in other states. American Heritage Financial, LLC cannot conduct life insurance or securities business in states in which we are not licensed. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.
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