Location

Fort Myers, FL

Licenses

Florida Life/Health/and Variable Annuity

Bio

Janet currently serves as a transition specialist and client services specialist for many advisors of CWA, providing administrative support to advisors who may currently not have an administrative partner. In this role she assists in scheduling client appointments, preparing account reviews, handling account administration questions, and the timely processing of service-related requests.

Janet’s favorite part of her role is working with advisors and helping alleviate their administrative needs so they can focus on building their dream practice. 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.