An accomplished singer, Charlotte joined Relay Wealth Advisors 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, group training, and community outreach, she brings a unique perspective to the team. She is securities and insurance licensed and enjoys working with clients on building their financial confidence, setting powerful goals, and ensuring a plan is in place to transform their dreams into tangible reality. 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!