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Charolette has worked with hundreds of clients in the public and private sectors in the financial services industry for over 20 years. Her passion, vision and problem-solving abilities make Charolette a valued member of the ACTWM Team. As the Director of Operations Charolette oversees many complex client facing issues that require accurate and time sensitive responses.
Prior to joining the firm in 2018, she held positions with well-respected financial planning firms and worked closely with high-net-worth individuals. The on-going relationships she developed with the clientele and business leaders has been the core foundation for her success in the financial industry.
A native Texan, Charolette was born and raised in the Texas panhandle. She enjoys traveling and spending time with her family and friends.
Investment advisory services offered through ACT Wealth Management, LLC, a registered investment adviser.
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