Jan has over 30 years with RBC Wealth Management since 2001. She has a degree in Psychology from Macalester College and a Master’s Degree from St Cloud State University. She holds the Series 7, 8, 63, 65 licenses and has the CERTIFIED FINANCIAL PLANNERTM(CFP®) certification. She is an Accredited Investment Fiduciary and Accredited Asset Management Specialist.
Jan is the proud recipient of the 2009 Athena Award. The Award honors individuals for professional excellence, community service and for actively assisting women in their attainment of professional excellence and leadership skills. Additionally, Jan is a past board member of Forum of Executive Women, the Great River Regional Library, Girl Scouts of Minnesota and Wisconsin Lakes and Pines, Zonta Club of St Cloud, St. Cloud AAUW, St. Cloud State University Herberger Business School Advisory Board and currently serves on the National RBC Women’s Association of Financial Advisors board and as the President-elect of American Association of University Women of Minnesota.