Ann Arbor MI Asset Management Firm
Charlie is a Certified Financial Planner™ practitioner and a Certified Public Accountant (CPA); and she is registered as an Investment Advisor Representative in the State of Michigan. She graduated with her Bachelor of Business Administration in 2008 and Master of Accounting in 2009 from the University of Michigan Ross School of Business. Prior to joining Columbia in 2013, she worked as a tax accountant at Ernst & Young in the Financial Services Office in Chicago and New York City, and at Plante Moran in Ann Arbor.
Outside of work hours, Charlie enjoys being a mom, baking, cooking, working out and reading.