Designations and Licenses

Charlie is a Certified Public Accountant.

Experience and Education

Charlie provides tax planning and compliance for high-net-worth individuals and executives, including their families, businesses and foundations.

Since joining Mariner, Charlie has had progressive roles at the firm, including tax associate, senior tax associate, tax manager and senior tax manager. Previously, she worked for Grant Thornton, LLP.

Charlie holds a master’s degree in accounting from Oklahoma State University. She is a member of the AICPA, OSCPA and the Tulsa Chapter of Accounting and Finance Women’s Alliance.

Personal Interests

Away from the office, Charlie enjoys traveling with her family. She also likes baking and is known for her cookies. She is a dog lover and has a particular soft spot for her Golden Retriever, Teddy.