Janae serves as a wealth manager, working closely with her clients to develop and implement customized, comprehensive financial plans. Janae specializes in retirement planning, investment management, tax planning, estate planning, risk management and charitable planning. She focuses on gaining a thorough understanding of your unique circumstances in order to provide you with a plan to help you achieve your goals.
Janae brings more than 14 years of experience in the financial services industry to her clients. Prior to joining Creative Planning, Janae worked at a national financial services company providing her expertise to the firm’s advisors and clients nationwide. She served in a training roll, coaching advisors and providing guidance on the development of financial plans and recommendations for their clients.
Janae earned a bachelor’s degree in finance with an emphasis on personal financial planning from Fort Hays State University along with her Master of Business Administration degree. She is also a CERTIFIED FINANCIAL PLANNER™ as designated by the Certified Financial Planner Board of Standards.
In her free time, Janae loves spending time with her partner, Matt, traveling, exercising, eating great food, doing home improvement projects and playing with their adorable miniature pinscher, Nash.