Meet Charlotte Shaw, the visionary President of Forge Financial. Since founding the company in 2002, Charlotte has exemplified unwavering dedication to her clients, driven by her passion for making a positive impact on people's lives. With roots in Texas, she now proudly calls Edmond, Oklahoma, ...more

Meet Charlotte Shaw, the visionary President of Forge Financial. Since founding the company in 2002, Charlotte has exemplified unwavering dedication to her clients, driven by her passion for making a positive impact on people's lives. With roots in Texas, she now proudly calls Edmond, Oklahoma, home, where she finds community at Life Church. Charlotte's journey in finance began with a desire to help others navigate their financial futures. As a seasoned financial advisor, she brings a wealth of expertise and compassion to every client interaction. But for Charlotte, Forge Financial is more than just a business; it's a testament to her commitment to fostering financial well-being and empowerment. Beyond the office, family remains at the core of Charlotte's world. Her children are a constant source of joy and inspiration, grounding her in what truly matters. An advocate for healthy living, Charlotte embraces an active lifestyle. As she reflects on Forge Financial's growth and success, Charlotte's pride extends to each member of the team. Every employee and owner share her vision and dedication, contributing to the firm's reputation for excellence and integrity. Neither Dave Ramsey nor SmartVestor are affiliates of Shaw Financial Services or LPL Financialt. Securities offered through LPL Financial, member FINRA/SIPC. For links to FINRA and SIPC, please refer to 'Contact Info' section above. Investment advice offered through Shaw Financial Services, a registered investment advisor and separate entity from LPL Financial. Dave Ramsey, Shaw Financial Services, and LPL Financial are separate and unaffiliated entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.less