Current Role and Professional Background:
As Chief Operating Officer/Chief Compliance Officer, Charlotte’s responsibilities include executing on the firm’s vision, maintaining the firm’s compliance with applicable rules and regulations, managing the day-to-day operations of the firm, and overseeing the operations and compliance team that supports our financial advisory and investment teams. Prior to joining Goodman Financial in 2013, 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, accounting services, and compliance.
Education:
- Bachelor of Business Administration in Accounting, Lamar University, 1997, Summa Cum Laude
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNERTM Professional
Affiliations, Current and Past:
TXCPA (Texas Society of CPAs)
• Board of Directors (2009 – Present)
• Accounting Education Foundation Trustee (2012 – Present)
• Membership Committee Chair (2017-Present)
• Audit Committee (2013-2016)
• Executive Board Member (2011-2013)
• Finance Committee (2012-2013)
• Chairman’s Citation Award (2014)
• Rising Star Award (2012)
• Young CPA of the Year Award (2012)
TXCPA Houston
• President-Elect (2021 – Present)
• Strategic Planning Committee Co-Chair (Present)
• Board of Directors (2017 – Present)
• Finance Committee (2017 – present)
• Distinguished Service to the Profession Award (2020)
• True Grit Award (2018)
• Significant Contribution by a Member in Business & Industry Award (2016)
TXCPA Southeast
• President (2009-2010)
• Former Member (1999-2013)
AICPA (American Institute of CPAs)
• Council Member (2019 – Present)
• Member (2000 – Present)
Lamar University
• Lamar University College of Business Advisory Board (2019 – Present)
• Lamar University Legacy Society (2010 – Present)
• Lamar University Accounting Advisory Board (2010 – 2019)
• Lamar University Alumni Advisory Board (2008-2013)
• 40 Under 40 Alumni (2014)
Financial Planning Association (2010 – Present)
Rotary International Paul Harris Fellow (2011)
Leadership Houston, Class XXXIII (2014-2015)
