Meet Our Team

Charles W. Rawl
President

Charlie Rawl is keenly focused on helping his clients work toward their retirement dreams through a comprehensive financial strategy. He has distinguished himself throughout his career as a troubleshooter and problem-solver, designing and implementing creative solutions to often-complex challenges.

Charlie consistently delivers personalized service while placing the ultimate value on ethics, integrity and trust.

He has three decades of experience in financial services, encompassing the commercial banking, insurance and investment industries. This diverse experience gives him a unique and invaluable perspective to help him conduct detailed analyses and create state-of-the-art wealth management and retirement income solutions for his clients.

Robert A. Dishman
Investment and Planning Analyst

Robert Dishman is the Investment and Planning Analyst for Charles W. Rawl & Associates. He is a graduate of Texas A&M University with a B.B.A. in Finance. Robert has over nine years of experience in the financial services industry, and he holds FINRA Series 7 and 66 licenses.

Robert resides in Humble, Texas and his favorite activities include sporting clays, fishing, and woodworking. He also volunteers with the Houston Livestock Show and Rodeo.

Zach Rawl
Insurance and Risk Management Analyst

Zach Rawl serves as Insurance and Risk Management Analyst for Charles W. Rawl & Associates. He graduated from The Bauer College of Business at the University of Houston with a major in marketing and a minor in risk management and insurance.

Zach previously served as sales associate and later as regional wholesaler with the National Western Life Insurance Company in Austin. He has earned the Chartered Life Underwriter® (CLU®) designation and Certification for Long-Term Care™ (CLTC®). Zach is a Registered Representative of Sunbelt Securities, Inc.

Zach enjoys golf, chess and music, and he looks forward to traveling the world.