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Money Doesn’t Have to Be Complicated

Meet Janet

 

Janet has over 30 years of extensive experience in the financial services industry. Prior to joining Carson, Janet spent 10 years as a financial advisor with Waddell and Reed. Before becoming a financial advisor, Janet had a 20-year career in finance including senior equity trading and senior investment officer positions at PNC Bank, Blackrock and Turner Investments.

Janet is driven by the desire to educate and help women, families and individuals understand their financial capabilities. Her passion lies in the comprehensive financial planning process that she individually tailors for each client.  

Through this process and active engagement, Janet can create and deliver customized solutions that help her clients prepare for retirement, grow and protect their assets and pursue the personal goals that matter most to them.

Janet holds a Chartered Financial Consultant (ChFC®) designation from the American College and is a Certified Divorce Financial Analyst (CDFA®). She graduated with a bachelor’s degree in Organizational Management from Cabrini College.

 

 

Passions: 

Spending time with her family; being at the beach

Best Financial Advice Received:

It’s never too late to start saving, just remember to increase it with every pay raise.

Favorite Holiday:

Christmas

Bucket List:

Travel to Europe

Biggest Accomplishment: 

3 great kids