About Charlotte

 With over 40 years of farming, 20 years in bookkeeping and accounting, 12 years in investments and insurance, and 10 years in mortgage brokerage, I’ve built my career on understanding financial systems from the ground up. Whenever I didn’t understand something, I went back to school to learn how it worked—knowledge I now use to help my clients succeed.

My passion lies in working with self-employed individuals, helping them navigate the complexities of mortgages, insurance, and retirement planning. As a licensed Mortgage Broker and Life Insurance Investment Agent, my true strength is integrating all aspects of my clients' financial needs into a seamless strategy.

I specialize in finding solutions where others have failed, showing clients that homeownership and retirement dreams are within reach. I offer free consultations to explore personalized options—often uncovering opportunities that traditional lenders may have overlooked. My goal is to help you find the right path to financial success.

When I’m not in the office, you’ll find me tending to my chickens and cows, building fences, harvesting hay, or cutting down trees—whatever my homestead requires. As a mother of three and a wife of 20 years, I understand the value of commitment, and I bring that same dedication to helping my clients achieve their financial goals.