Filbrandt & Company Team
Operations Manager Shirlene Chart values the opportunity to direct the Client Services team to support our advisory team. She appreciates knowing that the Filbrandt Client Services team plays an integral role in helping our clients meet their financial planning goals.
She attended University of Wisconsin-Platteville, where she obtained a B.S. in Business Administration. She also attended the College for Financial Planning, completed the Certified Financial Planner (CFP®) Certification Professional Education Program, and has professional experience in the areas of retail and operations in the financial services industry.