An accomplished singer, Charlotte joined the team after completing a Master of Music degree and spending five years working with lululemon. Armed with a valuable skill set encompassing business leadership, people management, and community outreach, she brings a unique perspective to the team. She is securities and insurance licensed and enjoys helping clients navigate their finances, set meaningful goals, and develop plans to support these aspirations. Her passion for personal growth and self-improvement extends beyond the workplace: she loves running half marathons, weight training, hiking, and traveling with her husband Rob. Additionally, she cherishes her role as an Auntie to her amazing nieces and nephews, and dog mom to miniature dachshund Sherlock!