Charlotte works to build strong, trusted relationships with her clients as part of the Heritage team.
Prior to her role at Heritage, Charlotte spent 10 years at a large broker/dealer, serving thousands of clients and ensuring operational efficiency behind the scenes.
She earned her B.A. James Madison University, is a CFP® certification candidate, and was recently awarded the Dalton Education Diversity Scholarship and Financial Planning Association’s Diversity Award.
She is an active member of The Junior League of Richmond and a Board Member-At-Large with the Financial Planning Association of Central Virginia. She is also the lead representative for Heritage on the Women Executives in Business (WEB) organization and is an ouRVA Collective member through the Community Foundation.
She is a devoted mom to her son, Beau, and her hobbies include painting and crafting.