Vandalia Support Staff
Jenny Carter is an administrative assistant to investment advisers at the Dayton, Ohio, office of Smith, Griesmeyer & Moses, LLC (SGM), an independently owned financial services firm specializing in financial and estate planning. SGM also has an office in Beavercreek.
Jenny has been working in financial planning since 1994 and at SGM since 2000. At SGM, she performs a variety of administrative duties that include:
- Processing applications,
- Setting up new accounts,
- Inputting client data,
- Following up on client service issues,
- Filing, and
- Handling mailings.
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