Charlene has nearly four decades of experience as a CPA and more than 20 years as a financial advisor. She holds securities licenses 7, 63, and 65 as well as life, accident, health, and HMO insurance licenses in order to advise clients on important aspects of clients’ financial lives. Charlene has a Bachelor of Business Administration degree from the University of Houston.
As a premier advisor with the Avantax Investment Services℠ broker dealer, she has been a top 75 performing advisor out of nearly 4,000 advisors across the nation for the past 10 years. She is a Forbes Finance Council contributing member, which is a community of finance executives from across the country who share insights, best practices and innovative approaches to personal finance. Charlene serves on the Advisory Council for Avantax and the Steering Committee for Women’s and Diversity Initiative. She has received the Texas Monthly 5 Star Wealth Manager Award six times and is a member of the First Elite Accountability Team to collaborate with other successful financial advisors across the United States.
A lifelong community member of Bellville, Charlene enjoys living and working in her Texas hometown. She is a member of the Houston Chapter of the Texas Society of CPAs, the Houston Financial Planning Association, and the American Institute of CPAs. She enjoys saltwater fishing, watching sports, and spending time with her husband, Kenny, and their four children, six grandchildren, and one great grandchild.