Charlotte joined Premier Planning Group in 2021 after switching industries from tech to finance. Charlotte has a Bachelor of Arts degree from Colorado College and is a licensed financial advisor holding Series 7 and Series 66 registrations as well as state life and health insurance licenses. Along with building her own book of business, Charlotte works closely with Brion to guide clients on investments and answer more judgement-based and technical questions as a registered investment advisor representative.
Charlotte was born and raised in Las Vegas, NV and moved to Maryland in 2020. She's a life-long traveler, having been to over 25 countries and five continents by age 21. When Charlotte isn't on a trip or connecting with clients, she's watching the sun rise while on her morning run or trying new restaurants with her husband, David.