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Charlotte Smith, FPQP® Charlotte Smith, FPQP®

Charlotte Smith, FPQP®

Client Services Associate

Serving DCM Clients since 2022

Charlotte Smith joined the DCM team in 2022. She was born and raised in Paris, Illinois, and graduated from Southern Illinois University Carbondale with a Bachelor of Science in Plant and Soil Science. Following graduation, she began a career as a marketing representative for the crop insurance division of Archer Daniels Midland. After completing 14 years in the corporate and agency levels of insurance, she began a new journey as part of the client service team at Donaldson Capital Management. Charlotte earned her Financial Planner Qualified Professional™ designation in 2023.

Charlotte lives in Rossville, Illinois, with her husband Brandon and two children, Addison and Caleb. She is a member of the Rossville-Alvin Elementary school board, volunteers as a religious education teacher at St. Anthony’s Catholic Church parish, and is a proud supporter of local 4-H and FFA chapters. In her free time, Charlotte enjoys horseback riding, hiking, bicycling, and spending time with family and friends.