With 30 years in the financial services industry, Janet offers knowledgeable support for our clients as they pursue their financial goals. She manages a wide range of operational duties, handling client service requests and managing accounts. Patient and friendly, Janet enjoys fostering lasting relationships with the families and individuals we serve.
Janet joined our team while at Wells Fargo Advisors in 2008. She holds the Series 7 and 63 licenses and previously attended Eastern New Mexico University.
Before landing in upstate New York, Janet grew up in Albuquerque, New Mexico, and met her husband, Carson, in Houston, Texas. They live in Chili with their children, Haley and Ronnie.