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Charlene joined our team in 2015, bringing with her 7+ years of experience in retail banking. She keeps the team organized and sets the bar high for customer service by always making clients feel they come first.
Charlene acquired a vast skill set through frequent moves during her husband’s military career, with experience in retail management, education and program coordination.
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.