Director, Client Service
Years of experience: 17+
Education: University of Maryland, College Park, B.S. in Finance
Areas of Expertise: Client Service, Finance and Retirement Plan Support
Activities: Member of the WFG management team
As Director of Client Services, Charlotte manages a team of professionals who are responsible for the planning and implementation of the WFG retirement plan client service model. Her primary responsibility is striving to keep clients on track with their annual service plan. The client service model starts with the onboarding of new clients and encompasses establishing plan goals and schedule for regular plan reviews and employee education programs including onsite visits and webinars. The WFG client service model is focused on helping participants proactively plan for their retirement. In addition, Charlotte is responsible for managing WFG’s human resources, financial reporting systems, payroll, and the overall general management of the office.
Fun Fact: Charlotte’s favorite travel destination is Italy.
Personal Information: Charlotte lives in Gaithersburg, MD with her husband Joe. They have four children. She is an avid reader and soccer fan who loves to travel abroad.