Janet's Story
Licenses
Florida Life/Health & Variable Annuity License
Bio
Janet became a member of the team in 2015, initially starting as a service partner for Conte Wealth Advisors. Janet quickly exuded excellence in learning the ins and outs of the industry and multiple technologies available to advisors.
Janet spends an immense amount of time building relationships with advisors, learning about them, their business, and determining how to best achieve the growth they're dreaming of.
Janet works with advisors from the onset of their transition to our firm, she works tirelessly with the advisors to ensure all paperwork is generated and processed to ease the process of moving a book of business.
As COO, Janet is also responsible for establishing the firm's goals and seeking new and innovative initiatives for the firm and its advisors.
Janet's favorite part of her role is working with advisors and helping them strategically reach their goals. She enjoys researching cutting-edge ideas to overcome barriers in the industry.
Janet enjoys spending time with her beloved husband, Richard, their daughters, and their granddaughter, River. In her down time, she can be found exercising or relaxing on the sunny beaches of Florida.