Client Services Coordinator
Chris Westfall has been working in financial planning since 2004, previously for Westfall & Brookins Financial Services and currently with SMC since January 2022. As the Client Services Coordinator for the Centerville branch, Chris is the first point of contact for client requests while ensuring their service expectations are met. This includes establishing and maintaining accounts, client files and paperwork, and follow-up. Chris also serves as point person for service-related questions.
Chris Westfall is not registered with FSC.