Financial ServicesInvestment ServicesWoman-Owned Business
Hi, I'm Janet. Before becoming a financial advisor, I was a client of Edward Jones while working with Fortune 500 companies and with small business owners. Being on both sides of the table, I understand the importance in educating, empowering and encouraging my clients as a top priority. Each client has unique financial goals and needs. You may even need some guidance navigating them throughout your life or based on your business. By listening and getting to know you and your business personally, we will create a long-term strategy to make thoughtful financial decisions.
I am committed to deeply understanding what is most important to my clients, their families and their businesses. Through an established process, my clients receive the highest standard of financial service. First, I start by understanding what is most important to you and then work to develop a personalized and transparent financial strategy to help you achieve your goals. No matter what stage of life, we will partner to provide you with the desired level of education and transparency by utilizing a straightforward approach that you will appreciate and understand.
As my client, you will also know me and my family personally. My husband, Jim and I, have two beautiful daughters, Madden and Catherine. We enjoy volunteering and serving our community – a few of our favorites are local food banks, school drives and our church. Jim and the girls love sports and Jim has educated me in our years together! We love being outside and traveling.