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Meet Your Charlie Bourgeois Agency Brightway Insurance Team

The key to exceptional insurance coverage starts with an agent who truly understands your needs. Our Charlie Bourgeois Agency team lives right here in the community. We know the unique risks, assets, and lifestyles of Charlotte residents.

Let's talk.

10020 Monroe Rd.
Suite 215
Matthews, NC 28105

Talk to an agent

704-885-5900

About Charlie

After more than 25 years working with insurance carriers, Charlie was ready to settle down and become more connected to his local community. His background in the insurance industry made opening an agency a perfect fit. 

Charlie enjoys providing customers with the peace of mind that comes from knowing they are properly protected. 

About Katie

After graduating from UNC Charlotte with a bachelor's degree in International Studies, Katie started her career helping insurance agents pass the required test to sell Life insurance. But when she was offered the opportunity to work with her father and help people protect their most precious possessions, she jumped at the chance.

Katie enjoys sitting down with a customer and really getting to know them, so she can help them find the right coverage at the right price. She is committed to helping her clients understand their policies, so they know what they are paying for and why. 

When not at the office, Katie enjoys horseback riding, watching the Pittsburgh Steelers and spending time outdoors. She also loves to travel and has spent time in France, Germany, Poland and China. She is also fluent in English and French.

Katie and her husband Daniel have a daughter, Sophia, a son, Max, and a dog named Tux. 

Visit us to learn more about Charlotte Insurance

We're eager to help you find the right insurance online or in-person. Visit our office to meet your new insurance team.

Our Office

10020 Monroe Rd.
Suite 215
Matthews, NC 28105

Office Hours

Monday-Friday: 9 a.m. to 5 p.m.
Saturday: By Appointment Only
Sunday: Closed

Let's go!

Ready for the brighter way?

Get a quote on policies customized just for you.

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The Charlie Bourgeois Agency
Brightway Service Department

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