Senior Wealth Manager
Janis has been helping clients and families manage their financial lives since 1992. While helping clients with tax planning and preparation, Janis realized that there was so much more she could do to help. At that time, many clients were using a broker instead of an adviser. Janis draws the distinction between a broker, whose job it is to sell you something, and an adviser, who is a financial partner helping you make good financial decisions and set and reach goals over a long-term relationship. Having been in the business for many years, Janis loves reviewing with clients she has worked with 10 or 20 years to show them the effects of long-term growth and compounding returns. For many, their net worth is much greater than their original investments and they have achieved financial independence. In Janis’s mind, long-term financial success is about making financially sound decisions, and while that is not most people’s area of expertise, it is hers, and she loves to help.
Janis grew up in Kilmichael, MS, and graduated from Mississippi State University before moving to Atlanta and working with Peat Marwick Mitchell (for those of you who hear mention of the Big Four, it was the Big Eight at that time and Peat Marwick Mitchell eventually merged into KPMG.) From Atlanta, she moved to Eufaula, AL, and worked as the controller and then VP-Finance of an agri-business company for seven years before joining a Tax and Accounting partnership (which is what led to her Wealth Management firm). Working at the agri-business company, she helped manage a profit-sharing retirement plan, which gave her further appreciation for the benefits of long-term, tax-deferred investing.
Janis has two sons, a beautiful daughter-in-law, and the most amazing granddaughter. She is very proud of all of them and loves being a grandmother. As anyone with young grandchildren knows, grandchildren bring all the joy of having children without the responsibility! When she’s not visiting her granddaughter or working, Janis spends time at her little piece of beach paradise in Santa Rosa Beach, FL. She also enjoys traveling and has recently been to Turks & Caicos, an Alaskan cruise, and Spain. Janis also enjoys reading, playing cards and watching recent Netflix shows.
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