Charlotte talks about the importance of getting a handle on the money side of your personal or business life, and how to make better money decisions. She is also a motivational keynote speaker.  She opens and closes conferences and events, for companies and associations that want to boost morale and inspire their people to do their best.

A former Vice President of Investment Strategies at Ameriprise Financial, she developed a national initiative to provide investment and financial planning advice geared specifically to women.  She served as the firm’s National Spokesperson on Women and Investing Issues.

Charlotte gained expertise in the nuts and bolts of sales, marketing, business and leadership from her years at US Banks, Xerox and over 20 years at American Express.  By taking risks, making mistakes and gathering information, she grew into the kind of expert that you can trust.    

​

Charlotte has made appearances on CNN and other national and regional media outlets.  She is a weekly in-studio guest on Houston’s FOX26 ‘Your Money’ segment, and is also a member of the National Speakers Association.  In 2010, Charlotte was selected by The Steed Society and Comerica Bank as one of the Top 25 Women of Houston, and she was a featured financial contributor in the November 2010 issue of Essence Magazine.

Charlotte is the author of, I Wish Someone Had Told Me: Financial Lessons Learned the Hard Way.  The book was published December 2012 and is available on Amazon.com. 



Charlotte lives in NW Houston with her husband Ron and their daughter, Milan.