Advisor profile


Our approach

Our team strives to provide an elevated experience to individuals, families, and businesses both locally and around the country. Our mission is to work hard to earn our clients’ trust by leveraging our experience and passion for making a difference to help them live more meaningful and impactful financial lives. Our commitment to this mission is defined by three core principles:

· Collaborative Approach

· Personalized Advice

· Lasting Relationships

Together, we can help you meet your financial future with more confidence.

27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Estate Planning Strategies
  • Insurance
  • Retirement Plan Distribution

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • MBA, Finance, Louisiana State University, Shreveport, LA 1996
  • BA, Business Administration, Westminster College, Fulton, MO, 1993

Awards & recognition

  • Inducted to Barron’s Hall of Fame (for ranking 10 years on Barron’s Top 100 Advisor lists), 2022
  • AdvisorHub 50 Advisors to Watch (over $1Bil), 2022
  • Barron's Top 100 Women Financial Advisors, 2013-2022
  • Barron’s Top 1,200 Financial Advisors, 2014-2022
  • Ameriprise Chairman's Advisory Council, 2002-2021
  • Ameriprise Circle of Success, 2010-2021
  • Five Star Wealth Manager, 2012-2016, 2018-2022
  • Financial Times 400 Top Financial Advisers, 2018-2020
  • Forbes Best-in-State Wealth Advisors, 2018
  • Barron’s Top 100 Independent Financial Advisors, 2020
  • Barron’s Top 1,000 Financial Advisors, 2013

Honored to be recognized in Barron’s

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Barron’s has recognized this dedication by inducting me into their Hall of Fame in 2022, an honor reserved for advisors who have ranked for 10 years on one or more of Barron’s Top 100 Financial Advisor lists. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together!

Community participation

Marine Toys for Tots - Annually our office collects toys in December to help less fortunate children share in the magic of the holidays

Mobile Food Pantry for Mission Central Metroplex in Hurst, Texas

Volunteers for First United Methodist Church in Hurst, Texas

Daughters' Girl Scout Troop volunteer

Interests

Charla resides in Keller, Texas with her husband of 25 years, Oren, and daughters Adeline, Eleanor and Evelyn. She enjoys spending quality time with her family, taking trips together and keeping busy with the kids' activities.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.