CHARLIE ROBERTS, CFP®, AIF®
Founder & CEO
A Native of Haverhill, MA Charlie attended Haverhill High School and Salem State University majoring in Political Science and Economics. Charlie is Founder and CEO of DreamBridge Financial which is located in Salem, NH. He currently resides in Windham, NH with his wife Melissa and two children Gianna and Chase.
Charlie has been serving individuals and small businesses for over 20 years in the Financial Services industry. He believes in a “Life Planning/Holistic” approach to individual financial planning and promotes a Servant Leadership approach to the DreamBridge Financial community.
He is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary®. He also holds a certification in pension planning through Bentley College. Charlie’s hobbies include reading, regular workouts, skiing, playing drums, and listening to all kinds of music. He is a volunteer for various youth programs in Windham and Shepherd’s Pantry, Windham’s local Food Pantry. His core passion lies in serving others and his core focuses include family and faith. What he enjoys most of all is spending quality time with his wife Melissa and 2 children Gianna and Chase. Broker Check
Director of Client Concierge Services
Renee is a native of Tewksbury, MA where she attended Tewksbury Memorial High School. In 1998 she earned a Bachelor of Science Degree in Criminal Justice at The University of Massachusetts Lowell.
Renee worked for the Massachusetts court system serving as an Associate Probation Officer for 6 years and later worked for the International Union of Painters and Allied Trades where she was the Office Manager. She has been with DreamBridge Financial since its inception and serves as Director of Client Concierge Services. She has a passion for serving people and believes that delivering a positive Client Experience is essential and the most important aspect of DreamBridge Financial’s Enterprise.
Renee currently lives in Dracut, MA with her husband David and their two children Trevor and Kayla. She enjoys spending time with her family and vacationing at the beach. In her free time she volunteers at the local food bank and helps out with various local community service projects.
Bob is a native of Methuen, MA where he attended Central Catholic High School. He received his Bachelor’s Degree in Business Administration with an accounting major from Merrimack College and his MBA from Southern New Hampshire University. Bob has provided a variety of services including income tax preparation/planning, IRS representation, payroll, bookkeeping, Section 125 cafeteria plans and QuickBooks set-up/ consulting for over 40 years to both individuals and businesses. For the past 15 years he has been licensed as a securities representative. He is passionate about educating his clients with tax and financial knowledge.
For the past 29 years Bob has resided in Windham, NH with his wife Andrea who is a first grade teacher. Their two adult daughters live in Encino, CA. Bob enjoys traveling and spending time at the beach and is a member of a men’s softball league in West Newbury, MA. He is a communicant of St. Matthew’s Church in Windham and the Armenian Apostolic Church at Hye Pointe in Bradford, MA. Broker Check