Founding Partner and Financial Advisor
Want to learn more about Jan and Megan before you contact them?
We encourage you to watch these short videos to learn more about what motivates Jan and 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 on your needs, wants and long-term goals.
We can help you address your needs today, and for many years to come. We look forward to working with you.