As our Client Engagement Specialist, Char focuses on making sure new families and individuals have the resources they need to learn more about our customized retirement plans. From working with local venues to plan and execute our Client appreciation events, to setting the stage for learning at our office with our Mercuriosity learning series, to creating content and campaigns for the individuals and families we meet at workshops and classes, Char ensures everyone has the best experience possible.
Char joined Mercurio Wealth Advisors in October 2022 and brings a diverse background in marketing and event planning, all while earning her communications degree from the University of Kentucky.
Originally from Lancaster, Pennsylvania, Char relocated to Kentucky in 2008 and has since gained a husband, Frank, and her two dogs Zephyr, an Australian Cattle Dog Mix, and Finley, a Pembroke Welsh Corgi. An avid equestrian, she has been riding since she was 18 months old. In addition to being at the barn here in Louisville whenever she can, she is also a model for Muirneen Equestrian.
Char plans to one day visit all fifty states and all seven continents. So far, she has spent time in 43 states and 3 continents. She also wants to visit the start and finish line of the Iditarod Dog Sled Race and hike to the base came of Mount Everest. Her favorite foods are crab and mac and cheese (bonus if it is crab mac and cheese!). She also enjoys reading and usually reads over 50 books per year! She is a fan of the Pittsburgh Penguins, Pittsburgh Steelers, Penn State Nittany Lions, and UK Wildcats.