Jan has been with Strategy Financial Group since 2013, but has worked with the founder of the firm for over 10 years. As Operations Manager, she is responsible for office operations and providing a seamless client experience. Her role also encompasses assisting marketing and client services.
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!
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
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. By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
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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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