Financial Planning Associate
Charity has over 16 years of experience in the financial services industry and has held positions ranging from client services to compliance to financial planning support. She holds a bachelor’s degree in organizational administration and is securities licensed, as well as being a Registered Investment Advisor. Charity has a positive can-do attitude while meeting the needs of clients and co-workers.
In her free time, Charity enjoys spending time with her husband Jason and their children Sophia, Xander, and Maxwell. She is also actively involved in her church and volunteers in the community. Charity’s hobbies include reading, researching genealogy, attending kids' sporting events (football, tennis, wrestling & track), hiking, camping, and family game nights.