Conley Group Investments

Spending nearly three years as a U.S. Peace Corps volunteer, I lived the reality of what they call “the toughest job you’ll ever love.” Growing up with a brother born with Down syndrome further deepened my commitment to helping others. These experiences shaped my passion for service, and today, as a financial planner in Wisconsin, I have the privilege of hearing people’s stories and guiding them through life’s challenges. I truly couldn’t ask for a more fulfilling career. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Glendale – open by appointment only – is here for you, serving the North Shore and surrounding areas of Milwaukee. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Charlotte Ghazarian is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Glendale, WI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.