Jenny Carter

Client Services Coordinator

Jenny Carter has been working in the financial planning business since 1994. Jenny serves as the Client Services Coordinator. Jenny is the first point of contact for serving of clients' daily needs, while ensuring that their service expectations are met. This includes establishing and maintaining accounts, administration of office information, client files, technology needs, and follow up items. Jenny also serves as our point person for service-related questions.  


Jenny is not registered with FSC Securities Corporation.

Phone 937.387.9994