A Financial Consultant since 2008, Charlene strives to continually evolve as the needs of her clients change. She is focused on the financial future that her clients envision and on providing comprehensive financial strategies to help them reach their goals. Charlene takes tremendous pride in her commitment to serve with honesty and integrity; her clients would agree that she takes the time to know them and establishes a solid foundation of trust.
Charlene’s mission, vision and values guide her business decisions and are always top of mind. Her mission is to make a difference in the lives of her clients by helping them Strive for financial security and independence now and in the future. Her vision is to be a financial services representative of choice- through integrity, trusted relationships, and financial strength. Charlene holds herself, the relationships she builds, and the products delivered to the highest standards of quality.
Originally from Rockwood, TN, Charlene and her husband have been residents of Chesapeake, Virginia for over 20 years. Outside of work, they enjoy Broadway theater, entertaining, and travel. Most recent travels include Canada, New England, San Diego and the beautiful Grand Canyon.
Membership: Society of Financial Services Professionals of Hampton Road
Philanthropy: Habitat for Humanity; volunteer
Interesting Fact: Charlene enjoys dog training; particularly with Border Collies.
Education: American College, Retirement Income Certified Professional, 2019
Uniform Securities State Agent
Held with LPL Financial
Uniform Investment Advisor
Held with Independent Advisor Alliance
Retirement Income Certified Professional
Securities Registration States
NC, PA, TN, VA
Insurance Registration States
NC, TN, VA
Office of Supervisory Jurisdiction
Independent Advisor Alliance
Securities offered through LPL Financial, Member FINRA/SIPC. Blackbridge Financial is a separate entity from LPL Financial.
Transparency. Integrity. Service. Dedicated to Connecting You with Your Future.