Jeanie Berthe

Jeanie Berthe

Executive Administrative Assistant

Jeanie Berthe is our Executive Administrative Assistant.  She joined us in November of 2018.  She came into the financial services industry with over 20 years of customer service and marketing experience.  Prior to Carlton Investments, she held various administrative positions in a wide range of industries.  Jeanie is usually the first person you will encounter on the phone or when you walk into our office, and she makes sure that our clients are greeted with a smile and warm welcome! Jeanie also holds the title of Notary Public and she’s happy to help with any of your Notary needs.

Phone 952-844-0039
Fax 952-844-0563