Jenny Carter

Client Services Coordinator

Jenny Carter has been working in financial planning since 1994 and at SMC since 2000. As the Vandalia Client Services Coordinator, Jenny is the first point of contact for daily serving of clients' needs and while ensuring their service expectations are met. This includes establishing and maintaining accounts, paperwork, client files and followup. Jenny also serves as a point person for service-related questions.  

Jenny Carter is not registered with FSC.

Phone 937.898.5599
Fax 937.898.6699