With an educational background in literature and human relationships, you can understand why Janet enjoys making connections with families and individuals who need guidance with their asset and liability construction. Janet is passionate about numbers and data, but says the best part of her career is the rich relationships with clients and professionals across the country and across industries. Sharing intellectual capital energizes her both professionally and personally.
Janet and her husband are passionate about loving and caring for animals. They actively support Canine Companions for Independence (CCI).

​When she isn’t helping clients work toward their goals, you’ll find Janet traveling, in her garden, or reading a great book. She enjoys spending time with her husband and Albert E. Pearce (the best little dog in the world!). ​

Financial Planning Ideas You Should Know About

We've built a library of E-books focused on our most helpful financial and tax planning concepts in an effort to educate and inform people just like you!  Below are a couple of our most read topics.  Take a look and see if any of these strategies may be right for you.

The Mega-Back Door Roth

Do you make too much to contribute to a Roth IRA?  This is how smart investors use the rules to fund one.

Avoid Tax Mistakes

Do you own a business?  These are the top 5 tax mistakes we see business owners making.

Top 5 Investor Mistakes

These are the top 5 errors we see most commonly when reviewing new clients' portfolios.