Founding Partner and Financial Advisor
Founding Partner and Financial Representative
Want to learn more about Jan and Megan before you contact them?
We urge you to watch these short videos to learn more about what motivates Jan & Megan to educate, advocate and help others.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
We can help you address your needs of today and for many years to come. We look forward to working with you.