Jana has more than 30 years of experience providing customized financial and advisory services, with particular focus on individuals and families, trusts and foundations.
Nationally recognized as a top financial advisor by Barron’s and Financial Planning* magazines, Jana is a Certified Public Accountant, an Accredited Investment Fiduciary® designee and an Accredited Estate Planner®.
Previously, Jana was co-founder and CEO of Adams Hall Wealth Advisors. She ... (login for more professional bio)