Meet the Team

Jan’s experience as owner and principal of an accounting and tax firm for 36 years taught her that listening is the key to finding appropriate solutions unique to each Individual or Business. She believes that a clear understanding is the foundation to a sound decision.

Jan brings an accountant’s perspective to the planning process as well as a broad range of financial resources. She consistently uses a planning approach to develop a road map to your desired financial objective. You deserve the attention of an advisor who is interested in knowing you and understanding your financial goals. Plans require adjustments along the way and Jan’s clients understand that she is with them for the long term.

Business is built by referrals and Jan’s relationship with clients is built on trust. She welcomes the opportunity to meet with you and listen to your financial concerns and ideas.

ACADEMIC ACHIEVEMENTS AND CERTIFICATIONS:

A Bachelor of Science Degree in Accountancy from Northern Illinois University

Enrolled Agent Certification with the I.R.S.

FINRA Securities Registration: Series 6, Series 7, Series 63 and Series 65

Training in Collaborative Law

Regularly attend ongoing Continuing Professional Education programs required to maintain and develop professional knowledge and skills.

Todd has spent over 20 years working in marketing and branding of financial products.  In working with compliance, he understands the importance of a thorough understanding of each product.  He brings that focus to educating his clients on their options.

ACADEMIC ACHIEVEMENTS AND CERTIFICATIONS:

Bachelor of Arts Degree from Millikin University

Licensed in Life & Health

Licensed in Property & Casualty

Regularly attend ongoing Continuing Professional Education programs required to maintain and develop professional knowledge and skills.