Specialized Practice Consultant
Janell has had a strong background in the investment & banking industries since 2006 of which she uses daily to help serve our clients.
She has been in the customer service industry since early 2000. Her background in banking and investment industries gives her a unique view of serving clients.
She has worked to maintain client relationships, address their daily needs, and work with Financial Advisors on new client acquisitions while delivering a quality of customer service that is tailored to fit clients individually. In addition to providing administrative support, she also helps advisors maintain client investment planning updates.
In her spare time, she enjoys photography, running, and spending time with her family and friends. She and her husband Rob are raising their two daughters who are constantly filling their home with laughter and craziness.
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