Your retirement success team!

A small team making a big impact.

At Inglefield Retirement Solutions, we provide dedicated, personal attention. Our small group ensures every client gets the care they deserve. Led by Chuck Inglefield, with decades of experience, we craft personalized plans designed to meet your goals and guide you with confidence.

Chuck Inglefield

Manager/Owner

I've been a financial advisor since 1997. My interest in financial planning actually dates back to 1989. That was when I landed my first job out of college. It was with a small family-owned manufacturing company. My starting salary: $18,000. To a recent college graduate in Tulsa, Oklahoma, that was a small fortune. That year I started my first IRA and funded the maximum allowable $2,000. It was then that I decided I needed to learn all I could about investing. This was my future life savings after all.

Upon teaching myself about investing, I quickly realized I had stumbled upon something that I truly enjoyed. What began as a hobby has turned into a rewarding career. I am blessed to be in a profession that I enjoy, and am constantly rewarded by the opportunity to help others to make smart financial decisions.

Some résumé type items about me:

  • Published my first book, Holy Cow, You're Retiring! in 2011

  • Earned Professional Designation of Retirement Income Certified Professional® (RICP®)

  • Earned Professional Designation of CERTIFIED FINANCIAL PLANNER™ (CFP®)

  • Earned M.B.A. from University of Michigan

  • Earned B.S. from Oklahoma State University

  • Member in the Charlotte Chapter of the Financial Planning Association

My wife Meg and I met in 2004 and both share a love for travel. We try to take one "big vacation" per year. Our prior travels have included numerous countries in Europe, Malaysia, and South Africa. Our wish list for future destinations is long and we are always interested to hear others' travel stories and recommendations.

In addition to travel, my other hobbies include photography, bicycle touring and reading books about history.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Angie Dry

Client Service Specialist

Chuck and I have worked together since 1998. Until then, my experience with financial planning consisted of tossing my quarterly 401k statements into a cardboard box, labeled "KEEP". As my friends and family learned that I was working with a financial planner, they would lean in and quietly ask what advice I would give. My response was always (and still is) the same, "It's never too late to start, and it's never too little to put away for the future".

I am one of the fortunate few who can honestly say that I look forward to coming to work each day. Our clients are like family to me, and I take great pride in serving them. The personal relationships we have with our clients helps reinforce our commitment to them, which in turn, strengthens their confidence in us. We truly care about our clients, and they know we do.

I knew that college was my rescue from working production in an industrial sewing plant. Although I didn't even own a computer (nor had I ever touched one) I decided to study computer programming. I spent many late nights in the college's computer lab – oftentimes being shooed out at 10:00 pm because the lab was closing. I had been married for five years, with a three year old and "one on the way", when I proudly graduated at the top of my class with my Associates Degree in Computer Science. I am ever grateful for the help and support of my family and my loving husband, without whom it would have never been possible.

I have been married since 1985 to the man of my dreams, and have two awesome sons. We live in the Buford area of Lancaster, SC. I enjoy cooking, reading, gardening, rock hunting and anything that has to do with nature and the outdoors.

Ellen Roberts

Director of Marketing and Client Experience

As far back as I can remember, saving money has always been important to me. My father was on the board of the federal credit union in Washington, DC and taught me the importance of being a member and saving my money. When I was a teenager, my first part-time job was in a fine men’s clothing store, and each time I got paid, I endorsed my paycheck and gave it to my father to deposit in my credit union share account. It was fun to watch the balance grow. In my mind it was a big deal for me to make a withdrawal, and so I remember those few times that I did.

I earned a Bachelor’s Degree in Nursing from Old Dominion University in Norfolk, Virginia. After graduation I moved back to Washington, DC and worked as a surgical nurse for several years. Through volunteering with local charities, it became evident that I had a talent for fundraising and marketing which eventually led to paid positions for several non-profit organizations.

In the winter of 2012, I was searching for a new financial planner to manage my nest egg and was reading books about retirement to become more educated. A friend gave me a copy of Chuck’s book, Holy Cow, You’re Retiring!, which I read in one day. It was a complicated topic but written in a way that I understood, and the information I gained framed my knowledge of retirement. I was thrilled to see that Chuck’s office was in Charlotte where I also lived. After meeting with him, getting all my questions answered, and then finding out that Angie had been with him since 1998, I became a client.

In October 2013, I joined Chuck’s and Angie’s team as Director of Marketing and Client Experience, and I’m honored to be part of such a successful firm.

I live in Ballantyne with my wonderful husband, David, who as worked in the textile industry since 1978. Together we have a blended family of four beautiful daughters, Danielle, Olivia, Lauren and Natalie who are all college graduates and are busy pursuing their chosen paths.

Trina Clark

Client Service Specialist

I’m Trina, currently working as a Client Service Specialist at Inglefield Retirement Solutions. With 7 years of experience in Finance, I specialize in Financial Reporting & Analysis, CRM Tools, Cash Flow Management, & Analytical Thinking & Problem Solving etc. I’m passionate about improving team collaboration, driving innovation, helping clients succeed, etc.

Outside of work, I enjoy cooking, traveling, and attending as many NFL/NBA stadiums as possible. I’m always excited to connect with others who share similar interests.

Meg Inglefield

Director of Strategy and Operations

Let me start by saying that I had never in a million years thought I would work with my husband – but being part of this business has become one of the greatest blessings of my life.

I built my career at a Fortunee 500 consulting firm that had hundreds of thousands of employees and customers across the globe.  I was a Managing Director in the banking practice where I led strategic projects and managed relationships with some of the world’s largest banks. I spearheaded efforts to launch new products and revenue streams, streamline entire bank divisions, and complete corporate wide mergers to achieve their promised value.

Everything we worked on was large scale, high impact, and yes – high stress. It was an exciting way to build a career for almost 20 years. I travelled all over the world and got to know amazing people both within my company and with my clients. However, at that scale, I never got a chance to know the actual end customers and were impacted by all this work. They were measured in the millions and there was no way for me to see how my efforts made their lives better on a day-to-day basis.

Fortunately, Chuck offered me that opportunity when I stepped away from my corporate career. I took a year off to recover from decades of travel and stress – then jumped into Inglefield Retirement Solutions. It was a huge transition for me but one that has changed my life in the best of ways – and my name was already on the door!

I love being part of our family business that helps your family work towards your goals. We get to see families grow over the years, create their financial goals, envision a roadmap for life after work, and ultimately enjoy the fruits of your labor by living a retirement that was custom tailored for you.

When you call the office, you’ll never get me on the phone. But know that I’m behind the scenes using my lifetime of skills developed in the financial world to run and improve our small business. My main role is to give our team the direction, resources, and capacity to focus on supporting you and your family. We measure success not only by the numbers we track but also the pictures you share with us of all the life moments you are having along the way – the grandbabies, the new home additions, the dream vacations, and generally enjoying your golden years. Please keep those pictures coming – it makes our work worthwhile.