Charlotte entered the financial services industry in 1987. She specializes in building portfolios and working closely with each client to develop a personalized financial plan.
Charlotte is a current Board Member of Dave Ramsey’s Investment Council and is Past Chairman of the Oklahoma International Trade Conference. She has been, and continues to be, a guest speaker for various groups. Charlotte successfully passed the Series 7, 63, 65, and 24 exams and is licensed to sell health, life, disability, and long-term care products. Registrations are currently held at LPL Financial.
Charlotte is a graduate of Wayland Baptist University where she received a Bachelor of Science degree. She lives in Edmond with her husband – Gary, and daughters Rachael and Christie. She also has a step-son, Brett, who lives in Edmond. Charlotte is a member of Crossings Community Church and enjoys spending time with family, reading, and playing golf.