“Working together is success.”

Charlotte joined RBG in 2008 and brings more than 25 years of experience to her role as Tax Partner. She specializes in income tax planning and compliance for individuals, multi-generational families, estates and fiduciaries.

Charlotte is a fourth-generation CPA crediting her family for encouraging her to pursue a career in public accounting.  Prior to joining RBG, she was employed by a large CPA firm in Atlanta, Georgia where she served clients in the areas of business valuation, litigation support and taxation. Charlotte holds her CVA (Certified Valuation Analyst) and CFF (Certified in Financial Forensics) and is a member of the American Institute of Certified Public Accountants (AICPA) and Tennessee Society of Certified Public Accountants (TSCPA).

Charlotte currently serves as the RBG Diversity, Equity, Inclusion and Belonging (DEIB) Committee Chair.  A member of the Leadership Memphis Executive Class of 2018, Charlotte is active in the community serving as board chair for Angel Street Memphis and The Emmanuel Center board. 

Outside of work, Charlotte enjoys cooking family dinners, traveling to new places and volunteering in the Memphis community.