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Jenna McCarthy

Administrative Assistant
Jenna McCarthy

Jenna joined Asset Management Group in July of 2020 as an Administrative Assistant to Matt Donner. She has worked in the customer service industry for 20 years, having managed branches of Wells Fargo Bank and Tri Counties Bank, and as well as spending time as a licensed insurance agent.

Some of her responsibilities include:
  • Scheduling of client meetings and appointments
  • Maintaining and updating client information and data files
  • Communicating with clients, and following through on their requests and needs
  • Client account opening, transfers, deposits, distributions, and reports
  • Communicating with client’s: Attorneys, CPAs, Third Party Administrators and Mutual Fund Companies

Jenna thoroughly enjoys working closely with clients, getting to know them on a personal level, and ensuring they always have a great customer service experience. In her free time, she enjoys camping, gardening, and spending time with her husband Brent, son Aiden, family, and friends.

For any assistance with your account(s) held by Matt Donner, feel free to contact Jenna at (530) 342-2900 or send her an email at jmccarthy@amgchico.com.