Charlotte Williams
Charlotte Williams
CEO | fINANCIAL CONSULTANT
Meet Charlotte Williams, the visionary President and CEO of Forge Financial. Since founding the company in 2002, Charlotte has exemplified unwavering dedication to her clients, driven by her passion for making a positive impact on people's lives. With roots in Texas, she now proudly calls Edmond, Oklahoma, home, where she finds community at Life Church.
Charlotte's journey in finance began with a desire to help others navigate their financial futures. As a seasoned financial advisor, she brings a wealth of knowledge and compassion to every client interaction. But for Charlotte, Forge Financial is more than just a business; it's a testament to her commitment to fostering financial well-being and empowerment.
Beyond the office, family remains at the core of Charlotte's world. Her children are a constant source of joy and inspiration, grounding her in what truly matters. An advocate for healthy living, Charlotte embraces an active lifestyle.
As she reflects on Forge Financial's growth and success, Charlotte's pride extends to each member of the team. Every employee and owner share her vision and dedication, contributing to the firm's reputation for excellence and integrity.