At Shaw Financial Services we know that you want to be knowledgeable and confident about your financial future. In order to do that, you need an experienced financial consultant. There is a lot of information out there and it can be overwhelming to figure out who can guide you toward your financial goals. You deserve a financial consultant who will listen to your needs.

Charlotte believes our clients deserve to feel knowledgeable about their investments and confident in the direction where they are being led. Charlotte has over 31 years of experience in the financial services industry. She values education and enjoys giving clients the knowledge they need to take control of their financial future.

Charlotte listens to every client’s unique situation and uses their goals paired with Dave Ramsey’s principles to build portfolios to help them pursue their financial goals and live a life fulfilled.