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A financial expert who can increase your financial confidence.

Noted Financial Expert

In the media

  • The Inspirers Advisor Award

    These incredible advisors inspire everyone they meet across the financial profession to be their best selves both in and out of the office.

    - Riskalyze

  • The warrior for her willingness to ‘walk into the fire’

    As the owner and managing partner of Silver Penny Financial Planning, Charlotte aims to pull back the curtain for her clients so they can see what’s really going on behind the scenes, all in an effort to uphold her company’s key mission statement: to simplify clients’ financial lives.

    - Amelia Burks, Aquantus, LLC

  • Investopedia Top 100 2022

    The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. With more than 100,000 independent financial advisors in the U.S., the Investopedia 100 spotlights the country’s most engaged, influential, and educational advisors.

  • “Be comfortable being uncomfortable”

    "This saying has come up many times throughout my career. There are a lot of things in life that are uncomfortable. Being an investor, being a female in a male dominated industry, being a female professional in the south, being a working mother, being a leader and making hard decisions, and navigating real growth is uncomfortable. I realized that if I wanted to succeed at any of these things, I had to get comfortable being uncomfortable."

    - Tyler Gallagher, Authority Magazine

Making Money Easy

thought leader

noun: One whose views on a subject are taken to be authoritative and influential.

Charlotte is a leading finance expert, professional speaker, entrepreneur, and has a passion for educating individuals and empowering them to be confident investors.  As a Certified Financial Planner with over 15 years of experience as a financial advisor, her speaking programs are more than just educational – they’re fun and relatable.

Financial Literacy Advocate

Community Outreach

Charlotte has a passion for sharing the basics of financial literacy with young people as well as increasing financial confidence among women.

 

Contact Charlotte today to see if a Money 101 or Financial Confidence talk is right for your group.

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