Senior Financial Life Advisor
Charlene has been a member of the Telemus team since the company acquired Beacon Asset Management in 2006. Prior to the acquisition, Charlene had been a member of the Beacon Asset Management team for 9 years. At Telemus, Charlene partners with members to create customized solutions to help them manage short-term financial objectives with their long-term financial life goals. She co-manages the fixed income assets of the Telemus Blended Bond Strategy and has been a member of the Taxable Fixed Income Investment team during her entire tenure with Beacon and Telemus.
Charlene has a B.S in Business Administration from Central Michigan University as well as a Masters of Corporate Finance from Walsh College. Charlene is active in the Ann Arbor Community, serving as President of the Wild Swan Theater Board of Directors. Charlene is also an avid hiker who also loves to bike and practice yoga. She loves to travel with her family and their dog, Herbie.
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