Director, Client Services
Charlene works hard to optimize your finances and assets so they can support the life you want, especially during retirement . She pays close attention to cash flow and forecasting, keeping in mind your needs. With her help, you can balance resources and desires, and then do the things you enjoy with peace of mind. With more than 20 years in the financial-planning industry, Charlene has helped guide clients through market ups and downs and can thus provide a reassuring long-term perspective. She is a founding member and head of LNWM’s Retirement Life Planning Group.
Designations and Education
- CERTIFIED FINANCIAL PLANNER™ certification
- B.A. in Business Administration
Western Washington University
Community and Industry Affiliations
- Treasurer, Ryther Child Center League