Charlene Nelson

With nearly two decades of experience in the industry, Charlene is well-equipped to bring unique retirement plan solutions to her clients in her role as Senior Retirement Plan Consultant. She spent three years at a recordkeeper as an Account Executive before transitioning to a third-party administrator, which later became EGPS. Charlene holds a degree in accounting, earned her QKA, and is passionate about helping her clients achieve their retirement plan goals.

Charlene and her husband have four children and two grandkids. In her free time, she loves spending time on the water, boating, and going to the beach with her family and friends.