Charli is the first smiling face you see when walking into the office. With a passion for helping others, Charli is dedicated to making your experience special, either in the office, or over the phone. She hopes that with each visit or interaction with her brings you comfort.

Prior to joining Bright Lake Wealth, Charli worked for a local Title Company processing title and escrow transactions. She knows just how important life changing milestones can be!

Newlywed, Charli, her husband Joe, and their dog, Stallone, live in Redding. In their free time, you can catch Charli’s family on the water enjoying a nice lake day. She also loves to take their dog on nature adventures, as well as spending quality time with her family and friends