Licensed in 1998 as a Certified Public Accountant and in 2003 as a CERTIFIED FINANCIAL PLANNER, Charlotte is currently with the fee-only investment management firm Goodman Financial Corporation in Houston, TX. She focuses on providing clients objective advice to help them meet their wealth management goals and managing their life savings in accordance with their given objectives whether they are in the accumulation, distribution or transfer stage of their life.
Prior to joining Goodman Financial, Charlotte was a shareholder of an accounting firm and concentrated in its financial advisory practice. She has over 15 years of experience in investment management, financial planning and consulting, insurance analysis and planning, estate planning, tax planning, and accounting services.
Goodman Financial Corporation is not a CPA firm.