Charlotte M. Jungen, CPA, CFP®Client Service Manager

Current Role and Professional Background:

As Client Service Manager, Charlotte’s responsibilities include meeting with clients to discuss their financial plans and investment portfolio as well as providing ongoing client service to address any issues or needs. Prior to joining Goodman Financial, Charlotte was a shareholder of an accounting firm and concentrated in its financial advisory practice. Charlotte has over 20 years of experience in investment management, financial planning and consulting, insurance analysis and planning, estate planning, tax planning, and accounting services.

Education:

  • Bachelor of Business Administration in Accounting, Lamar University, 1997, Summa Cum Laude
  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNERTM Professional

Affiliations, Current and Past:

  • Board of Directors, Texas Society of CPAs (2009-present)
  • Board of Directors, Houston CPA Society (2017-present)
  • Member, Finance Committee, Houston CPA Society (2017-present)
  • Member, Lamar University Accounting Advisory Board (2010-present)
  • Member, Financial Planning Association (2010-present)
  • Member, Lamar University Legacy Society (2010-present)
  • Trustee, Accounting Education Foundation, Texas Society of CPAs (2012-present)
  • Member, Strategic Planning Committee, Houston CPA Society (2017-present)
  • Co-Chair, Membership Committee, Houston CPA Society (2015-2017)
  • Treasurer, Learn Grow Lead (2015-2017)
  • Chair, Audit Committee, Texas Society of CPAs (2013-2016)
  • Leadership Houston, Class XXXIII (2014-2015)
  • Former Vice-Chair, Membership Committee, Houston CPA Society (2014-2015)
  • Former Member, Diversity Committee, Houston CPA Society (2014-2015)
  • Former Executive Board Member, Texas Society of CPAs (2011-2013)
  • Former Member, Finance Committee, Texas Society of CPAs (2012-2013)
  • Former Member (1999-2013) and Past-President (2009-2010), Southeast TX Chapter of Texas Society of CPAs
  • Former Member, Lamar University Alumni Advisory Board (2008-2013)
  • Former Member, Spindletop and Beaumont Rotary clubs (2008-2013)
  • Rising Star, Texas Society of CPAs (2012)
  • Young CPA of the Year, Texas Society of CPAs (2012)
  • Paul Harris Fellow, Rotary International (2011)
  • Former Trustee, Beaumont Firemen’s Relief & Retirement Fund (2008-2010)