Jan Savage, M.Ed.

Branch Manager

As part of our team, Jan’s chief responsibility is helping us maintain a high level of compliance with all of the rules that govern our Industry and our company.

Jan comes to us with over 15 years of experience as a Planner and she functions as our Branch Manager. She provides training, oversight and support on a daily basis to help us manage an effective and compliant practice.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.