PHOENIX: 602.343.9301 | TUCSON: 520.505.3605 | TOLL FREE: 866.777.9219
Jan has been with Strategy Financial Group for over three years, but has worked with the founders of the firm for eight years. As Relationship Manager, she is responsible for client services and the client experience. Her role also encompasses assisting marketing and operations.
Raised in Tucson, AZ, Jan attended the University of Arizona and Central Arizona College for softball. She loves the Arizona Cardinals, but is a huge Green Bay Packers fan!
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The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
*Guarantees provided by life insurance and annuities are backed by the claims-paying ability of the insurer.
Strategy Financial Services, LLC may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. Strategy Financial Services, LLC is currently registered in Arizona. Investment advice is offered through Strategy Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.
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