Charlotte M. Jungen, CPA, CFP®Chief Operating Officer
Chief Compliance Officer

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:

  • Board of Directors, Houston CPA Society (2017 – Present)
  • Member, Finance Committee, Houston CPA Society (2017 – present)
  • Board of Directors, Texas Society of CPAs (2009 – Present)
  • Trustee, Accounting Education Foundation, Texas Society of CPAs (2012 – Present)
  • Chair, Membership Committee, Texas Society of CPAs (2017-Present)
  • Former Chair, Audit Committee, Texas Society of CPAs (2013-2016)
  • 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
  • Council Member, AICPA Council (2019 – Present)
  • Member, Lamar University College of Business Advisory Board (2019 – Present)
  • Member, Lamar University Legacy Society (2010 – Present)
  • Former Member, Lamar University Accounting Advisory Board (2010 – 2019)
  • Former Member, Lamar University Alumni Advisory Board (2008-2013)
  • Member, Financial Planning Association (2010 – Present)
  • Paul Harris Fellow, Rotary International (2011)
  • Former Member, Spindletop and Beaumont Rotary clubs (2008-2013)
  • Leadership Houston, Class XXXIII (2014-2015)
  • Distinguished Service to the Profession, Houston CPA Society (2020)
  • Rising Star, Texas Society of CPAs (2012)
  • Young CPA of the Year, Texas Society of CPAs (2012)