For more than 30 years, Charlotte has sought to provide her clients with the direction and solutions necessary for a financial sense of security. She makes it a priority to understand her clients’ goals and values, so that she can provide them with comprehensive planning and strategies to accommodate their unique situation. Her goal is to help her clients strive for a happy and fulfilling retirement.
As a financial consultant, Charlotte uses a hands-on process to get to know her clients. She meets with both clients and prospects several times, often face to face, to discuss their individual situations. After reviewing the clients’ finances, needs, goals, and future income, Charlotte takes the lead with opening & maintaining the clients’ accounts. Her clients can feel confident that she is involved with every aspect of the process. To keep her clients informed, Charlotte often holds educational seminars regarding various topics on financial well-being.
A lifelong resident of Pulaski, Charlotte resides with her husband, Ron. In her spare time, she and Ron enjoy cooking, using fresh herbs from their garden. She also spends time reading, drawing graphite portraits, and visiting national parks.
Professional Memberships: LUTCF®
Education: Columbia State Community College, Associate’s 1973