Charlotte Smith joined the DCM team in 2022. Born and raised in Paris, Illinois, Charlotte 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 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.
Beyond the Office
Charlotte lives in Rossville, Illinois, with her husband, Brandon, and two children, Addison and Caleb. In her free time, Charlotte enjoys horseback riding, hiking, bicycling, and spending time with family and friends.
Highlights
Charlotte volunteers with the Vermilion County animal shelter, is as a religious education teacher at St. Anthony’s Catholic Church parish.
She is a proud supporter of local 4-H and FFA chapters.
