Education:
University of Georgia
Degree
B.S. Financial Planning
Certification
CFP®
Series 65
Industry Experience
Since 2014
BKD, LLP – Advisor & Senior Advisor (4 years)
Column Experience
Wealth Advisor & Investment Advisor Representative - Since 2018
Hometown
Kansas City, Missouri
Resides
Indianapolis, Indiana
Charlsie is a CFP® and Series 65 registered investment advisor. She is a graduate of The University of Georgia with a BS in Financial Planning. She began her career with BKD, LLP in Indianapolis, and served as a senior advisor.