Charlotte Wilson

Executive Assistant to Brady Fineske, CFP®

What path led you to wealth management?  

I started in the Health Insurance service industry and after a lot of the reform changes went into effect, I was looking for a different path.

Why did you join TDC?

I originally joined in the Health Insurance area. When that was transferred, I saw an opportunity to stay on and help Brady serve our client families.

What most excites you about your work?  

The variety of what I get to do each day and the different ways that I can help.

What has been your most rewarding career experience?  

Helping our clients navigate through some tough life situations alongside Brady and the team.

Why do families need to be stronger, closer, and wiser?  

Family is everything. Providing them with the tools and information that we do to make them stronger, closer, and wiser allows them to focus on being a family and supporting each other.

What are some of your biggest influences?

Gratitude and kindness guide me in all that I do.