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life-long passion for numbers has cultivated a career within sub-categories of the financial industry which has carved out the unique company which she owns today. Starting in bookkeeping over 40 years ago, Charlie then found the intricacies of tax preparation to be most fulfilling. Combining the two elements of tax preparation and bookkeeping, Charlie formed Heritage Plus Financial, Inc. on Jones Road in 1988 to satisfy her love of numbers and the pleasure she received from working with people.
Ready for a new challenge and another plateau of industry-specific knowledge, she received her Series 6 & 63 Registered Securities Representative License and Insurance License to sell Annuities and Life Insurance. While still the President of Heritage Plus Financial, Inc., she was also a financial representative for a brokerage house for 10 years receiving her diamond encrusted Service Award.
As her tax and bookkeeping company grew, Charlie knew that most importantly, she wanted to continue to care for her clients on a personal level. As a result, she discontinued the brokerage business to ensure accessibility to her clients when they needed her. That often meant 6-7 days a week.
Still completely aware from her experience in bookkeeping, tax preparation, establishing corporations, and securities representative that her clients need diversified services with convenience from trustworthy professionals, Charlie recruited her colleague and friend of over 20 years from the brokerage house to become part of an Alliance to help fulfill that aspect of the business which she needed to relinquish. She asked Scott Williams to take over and manage her securities client database in order to take care of them. Scott holds appointments at the Jones Road location.
As the company continued to grow, Charlie asked attorney Howard Skolnick to join the Alliance of Professionals. She and Howard had known each other for 20 years, and Charlie wanted him to handle business contracts and small estate wills for starters. Upon his acceptance, Howard moved his solo law practice into the Jones Road location.
Charlie works with generations of clients. This serves as a testament to her dedication to her clients and personally making sure their needs are met. Word of mouth and referrals have been the foundation of her company’s growth. Trust, mutual respect, and dignity are all part of the foundation upon which Heritage Plus Financial was built.
Income Tax, Business, Financial, Legal: An Alliance of Professionals providing the Tools and Services of Success for the Business of Life. Now, that’s Heritage Plus Financial, Inc. And it’s the company Charlie wanted it to be.
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