Charlene serves as the Executive Director of Client Engagement, working across departments to streamline client engagement and ensure advisors and leadership are supported in their roles. Charlene is passionate about fostering strong internal partnerships and aligning teams to achieve shared goals. Before transitioning to her role at Balefire, she joined the Navitas team in May 2021, following a 20-year career as a litigation paralegal.
She resides in Madison, Mississippi, where she enjoys spending time with family and friends, traveling, and serving at her church’s youth ministry.