Charlene is a certified public accountant who presently serves as an Executive Director at a Financial Services organization in Nassau Bahamas with responsibility for Client Relationship Management.  She has thirty years of experience in financial services ranging from public auditing to offshore corporate and trust administration.   She is a graduate of The College of The Bahamas and Elmira College, Elmira New York.  She also holds the Series 7 qualification from the National Association of Securities Dealers. She serves on the board of several private companies and is a former Director of the Bahamas Financial Services Board and The Bahamas Development Bank.  She is passionate about teaching money management principles whether it is for individuals, families, or small businesses. Charlene has been coaching individuals and families for almost three decades.

She is married with 3 children.