Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Estate Planning Strategies
  • Insurance
  • Retirement Plan Distribution
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

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

Interests

Charla resides in Keller, Texas with her husband of 24 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.

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

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2014-2021
  • Ameriprise Chairman's Advisory Council, 2002-2021
  • Ameriprise Circle of Success, 2010-2021
  • Financial Times 400 Top Financial Advisers, 2018-2020
  • Forbes Best-in-State Wealth Advisors, 2018
  • Five Star Wealth Manager, 2012-2016, 2018-2021
  • Barron’s Top 100 Independent Financial Advisors, 2020
  • Barron's Top 100 Women Financial Advisors, 2013-2021
  • Barron’s Top 1,000 Financial Advisors, 2013

Honored to be recognized in Barron’s

I’m proud to announce that I’m one of Barron’s Top 100 Women Financial Advisors for 2021. The list spotlights top advisors across the U.S., and I’m honored that Barron’s chose to recognize me. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. I’d like to thank my hard-working team and our loyal clients for making this recognition possible!

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.