OUR TEAM | Jana Thomas, Client Service Manager
As Client Service Manager, I handle the day-to-day operations of money movement based on direct communication with clients for money transfer requests, deposits, and various details relating to their accounts. I coordinate and track all new business applications, as well as maintain client files, databases, and advisor licensing in each state. I love the small-family setting of our office and the fact that our team works so well together!
Jana brings 28 years of professional experience in the financial services industry to her position as Client Service Manager. Jana was a key team member of a firm that serves both institutional and high-net-worth clientele and offers a variety of investment management strategies. Jana specifically coordinated projects, managed various databases, and met specific deadlines on a regular basis. In her free time, Jana enjoys being active outside, boating, venturing out on motorcycles, and shopping for antiques.
“We make a living by what we get, but we make a life by what we give.” — Winston Churchill
Tax and Wealth Advisors | Comprehensive Retirement Planning | Conservative Investment Strategies