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WHY Charlotte?

Reality with just the right mix of humor & actionable tools.

Charlotte's powerful blend of raw reality chased with just the right mix of humor, candor, and practical tools inspires audiences to shift their mindsets to enrich their impact on-the-job and in their lives. Without apology, finger-pointing, or bashing, she challenges and informs listeners to move out of their ruts and into realization - to develop, master, and maintain a mindset of momentum. With Charlotte's straight talk, audiences are inspired to tackle the tough stuff, add more impact with every move they make, and show up at their best.

Charlotte has been instructing people on how to “master a mindset of momentum” all of her professional life. A former Vice President of Investment Strategies and National Spokesperson for American Express, she developed a sales and marketing initiative to help women investors throughout the U.S. This eventually launched her speaking business to prove to others that they too can achieve success.


Like so many people, she did not have a specific career choice in mind when starting out. She simply wanted to attain some level of accomplishment to help her family out of poverty. “I think this helped me to be a scrappy, go-getter type person. Nothing was handed to me, and we went without a lot, so throwing in the towel has never been an option.”


Charlotte is an inspiring speaker – down to earth and accessible – who draws on her challenged background which led to her achievement as a highly accomplished speaker, businesswoman and entrepreneur.


Charlotte's greatest joy is helping others improve their lives by teaching them what she knows. She understands that attaining success in your profession and in your existence requires the knowledge to recognize what is getting in your way, and the fearlessness to transform. 


Dealing with work, life and finances can be challenging, but it can also be fun and energizing, and she brings this type of attitude to every presentation.

A walking, talking example.

A speaker who exceeds your  expectations.

Whether Charlotte serves as the opening or closing keynote speaker or leads a breakout session or other training event, count on this:  her message guides each participant to face their fears, take charge and thrive!

Fortune 500 companies ranging from McDonalds to Hallmark Cards to the Association for Administrative Professionals have engaged Charlotte to electrify their audiences and inspire their teams to bring more to the table at work every day.


Charlotte never disappoints. Meeting planners, speaker bureaus, and clients who have seen and heard her message sing her praises. Always easy to work with, Charlotte seeks to add value to every event.

The author of “I Wish Someone Had Told Me: Financial Lessons Learned the Hard Way” Charlotte is a proud member of the National Speakers Association who has shared commentary for CNN, Houston’s FOX 26 Wake-Up Money, and numerous national and regional media outlets. She was recently named among the Top 25 Women of Houston. Married to Ron and loving parent to Milan, Charlotte makes her home in Houston, Texas.

A media-savvy expert.

Her truths.

Charlotte believes.....

  • Focus beats brilliance.

  • Leadership is a choice.

  • Your tomorrow may be different as a result of what you do today.

  • You'll never know an opportunity is knocking if you're afraid to answer the door.

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