Janet has more than thirty years of experience in the investment industry and became a financial advisor in the 1980s. Prior to joining RBC Wealth Management, she was a senior vice president with Morgan Stanley.
Janet focuses on providing comprehensive wealth management and retirement planning to high net worth individuals. She received her CERTIFIED FINANCIAL PLANNERTM certification in 2006 and studied at Columbia University, earning the Certified Portfolio Manager designation in 2010. Janet has licenses for Life insurance, Long-Term Care insurance, and credentials as an estate and retirement planning specialist. Her quest for knowledge is ongoing and she is constantly looking for opportunities to broaden her knowledge to better serve and add value to her clients.
Janet majored in accounting at the University of Pittsburgh and studied at Duquesne University with a focus on psychology. She is an active member of the Financial Planning Association, and the Christian Financial Planning Association. Janet has served as treasurer for several nonprofit organizations, including the Washington City Mission, and is a past board member of the Southwestern Pennsylvania Human Services. She is also active in the community, supporting Meals on Wheels, Children’s Hospital, pancreatic cancer causes, and is an outreach to Hekima Place, an organization supporting African children afflicted with AIDS.
Janet is the youngest of seven children and when not attending one of her many family functions, she practices yoga and enjoys biking on the local trails. She is a voracious reader and loves gardening, traveling and meeting new people. Above all else, Janet enjoys hanging out with her husband, Andy, and their dog Moe.