Charlene D. Asmann

Client Services Administrator

Charlene Asmann is a dedicated Client Services Administrator who takes pride in providing exceptional support to clients and ensuring their needs are met with efficiency and care. With a strong commitment to service, she plays a vital role in assisting clients with their requests, ensuring a seamless and personalized experience. Her attention to detail and dedication to excellence reflect her passion for building lasting relationships and delivering high-quality service.

A native of Southern California who was raised on the Central Coast, Charlene earned her Associate’s degree from Allan Hancock Community College and has been working in the financial services industry since 2017. Her experience has allowed her to develop a deep understanding of client needs and operational processes, making her an integral part of the team.

Outside of work, Charlene is a talented and creative individual with a deep appreciation for the arts. A skilled drummer, singer, and dancer, she enjoys using her talents to contribute to her church community. She is also passionate about sketching, painting, and attending the theater, finding inspiration in the creativity and expression of the performing arts.

With her warm personality, artistic spirit, and commitment to excellence, Charlene brings both professionalism and creativity to her work, ensuring clients feel supported and valued every step of the way.