Preparing for that next step in life isn't always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I  promise you a new level of attention, insight and capability.

Along with a team of professionals, I provide an analysis of your current financial situation and help you:

• Identify financial goals and concerns.
• Illustrate what is being done to reach your goals and deal with concerns.
• Identify gaps, if present, and offer solutions to fill them.

We can also offer total financial needs analysis with expertise in:

• Retirement analysis and programs.
• Estate strategies.
• Employee benefit and retention services.
• Business continuation strategies.
• Trust services.

Charlene studied engineering at Penn State Berks Campus and is a lifelong resident of Berks County. She’s married with two children and in her free time, enjoys spending time with family and friends.