Janet believes in building lifelong relationships with her clients. A relationship built on trust, knowledge and integrity. It begins with an initial interview with her clients, discussing objectives, expectations, financial goals, and personal goals. Janet believes that knowing her client is the path to superior service.

Janet has been around the financial markets her entire life. Her father was an advisor, as is her brother. Having been a registered financial advisor since 1993, Janet has seen the many mistakes that have been made by not having a clear understanding of investment risks. Each of Janet's clients will receive a written Investment Policy Statement which serves as a guide to choosing appropriate investments for building and maintaining a solid portfolio. She specializes in high quality equities, tax deferred investments and conservative fixed income.

Janet is a Wealth Management Specialist, and has extensive education in advanced estate and retirement planning. This allows her to provide first class service and information to her clients.

Janet grew up in Sarasota, received her bachelor's degree from the University of South Florida, and received a master's degree from New York University. Janet, her husband and their two dogs live in downtown Sarasota, just blocks away from her childhood home. Her father and her brother have instilled in her the drive to provide superior service, by building a foundation of trust, offering sound investment advice, and always putting a client's needs first.

Janet's philosophy is to uphold her commitment to excellence by always being available to meet the demands and changing needs of her clients.