Charlotte Wheeler

Charlotte began her journey with Socha Financial Group, LLC in June of 2021 as a Client Service Specialist.

Charlotte brings with her an extensive background in client services and has worked as an administrative and financial assistant for almost a decade. In her new role as a Client Service Specialist, she approaches any task with a positive, hard-working mindset, and is passionate about helping find solutions to various challenges. She is excited to bring her experience and enthusiasm to our clients and the team at Socha Financial Group.

Charlotte earned an Associates Degree in Applied Science from Corning Community College (2014).

Charlotte enjoys baking and spending time with her son.