Char helps address our clients’ needs, requests, and questions, and enjoys being able to see people pursue their financial goals and gain a greater understanding of investing.

She has more than 36 years of financial industry experience. Her enduring dedication and industry knowledge have been instrumental in providing our clients with a high degree of dedicated service. Client satisfaction is always her priority.

Char also assists our team with every area of client service, including setting appointments, transferring funds, reconciling transactions, and opening new accounts.

Before moving with BFG to Oxford Harriman & Company, to Raymond James with our team in 2022, Char was a senior administrative associate at Raymond James as well as Wells Fargo Advisors. Earlier in her career, she was a client service associate at Morgan Stanley.

Char grew up in the Buffalo area and lives here today. She has two daughters, Jennifer, and Kimberly, and five grandchildren. She enjoys beach vacations, reading and spending time with her family.