Char brings more than 20 years of experience supporting financial advisors and their clients through thoughtful service, organization, and relationship-focused care. She has worked alongside multiple advisory teams throughout her career, providing personalized support in client service, operations, and practice marketing.

A graduate of Minot State University, Char holds a bachelor’s degree in Business Information Technology with a minor in Management Information Systems.

Char lives in Bismarck, ND, where she enjoys fishing, time on the river, and spending time with friends. She brings a warm, approachable presence to our team—and to every client conversation.