Jan is a Certified Financial Planner™ with over 20 years of financial planning and client services experience at several large wealth management firms including LPL Financial, Wintrust Wealth Management and Wells Fargo Advisors. In addition to being a CFP®, Jan has completed Trust and Estate Planning coursework with Cannon Financial and worked as a Trust Administrator at Chicago Trust Company.
Jan earned a BSBA with honors from Michigan Technological University, where her interest in environmental and social causes took root. Jan serves on the Board of Directors of TEMPO® Waukesha and volunteers with The Women’s Center in Waukesha and the Moose Lake Advancement Association.
Jan proudly takes a holistic approach to wealth management and considers each clients’ individual situation when developing and executing financial plans. As such, she is dedicated to gaining a deep understanding of the clients’ particular investment risk, taxes, estate planning, family dynamics and personal investment values.
She lives in Lake Country in Waukesha County, is married to Jack, and is the proud mother of two adult children, Bryan Douglas, and Dr. Alyson Douglas. Jan loves to cook, read, practice Pilates and aromatherapy, and enjoys live music and lake activities in her spare time.