We are delighted to share that Charlotte Disley has joined our team as a Financial Planning Analyst in the Atlanta office! Previously, Charlotte spent nearly three years working for the benefits department of Global Payments where she gained a unique understanding of employer provided benefit plans.  We look forward to having Charlotte on the team!

Charlotte was born and raised in England, and moved to the U.S. in 2015 to attend Oglethorpe University. She graduated in 2019, Magna Cum Laude, with a Bachelor’s degree in Psychology and a minor in Business Administration. Alongside her studies, Charlotte was a student-athlete as a member of Oglethorpe’s women’s tennis team. She continues to pursue her passion of playing tennis competitively as a member of an ALTA team in the Atlanta area.

Charlotte currently resides in Brookhaven, GA with her husband Hunter and their cat Luna. In her spare time, she enjoys exploring the Atlanta dining scene, attending sporting events and travelling the world.