A Certified Financial Planner™ practitioner, Janet joined Gary’s practice in 2007 as Director of Financial Services. She is responsible for the overall operation of the practice, the execution of all operational objectives, as well as developing and maintaining client engagement strategies. Her CFP® certification gives her extensive qualifications for developing strategies to assist clients work towards their personal and financial goals. Janet is an LPL registered principal with more than 25 years of management and supervisory experience in the financial services industry.
Through a diverse array of prior positions, Janet gained experience on both sides of the financial services world. She initially worked in full service, client-facing brokerage firms, Robert C. Carr and Co. and W.H. Newbold and Sons/Hopper Soliday & Co., where she assisted clients directly and held positions in operations including: trading, account maintenance and clearance, trade comparison and settlement. Janet used her operations, trading and client service experience and affiliated with Investacorp, Inc., allowing her to form her own company providing supervisory and client service support to independent advisors in the Southern NH area. She later established the brokerage division within a startup NH bank as Vice President of Brokerage Services with Fiserv Investor Services, First Alliance Bank and Trust, where she was responsible for the initial set up and daily operations of a full service brokerage unit serving individuals, small companies and institutional accounts.
Janet holds a B.S. in Management and Economics from Boston College Carroll School of Management. She holds securities registrations 7, 63 and 24 through LPL Financial.
Committed to giving back to her community, Janet is a past volunteer with Merrimack NH School District, Swift Water Girl Scouts, Saint John Neumann Church CCD program, Northern Ballet Dance Theatre, Southern NH Youth Ballet, FIRST Robotics and Guiding Eyes for the Blind. Janet and her family raised and trained two dogs (Caprice and Henna) for Guiding Eyes for the Blind.
Janet and her husband have been residents of NH for over 30 years and have three grown children, as well as one grandson.