Janelle St. Clair, FPQP™
Janelle has been with our firm since 2015. She is a Financial Paraplanner Qualified Professional™ and an Enrolled Agent with the IRS. She specializes in creating personal/retirement financial plans encompassing a holistic view of cash flow, asset protection and tax advantaged planning, as well as, preparation. She is knowledgeable in the intricacies of employer sponsored retirement plans, stock options, pensions, employer benefits, and retirement packages.
Janelle is a 2001 graduate of Mount Vernon Nazarene University with a BA in Family and Consumer Science. She started her career on the west coast in Los Angeles County, but found a permanent resting place in our local small town in which she actively volunteers and calls home. Janelle would count it a high privilege to serve you and your family on your financial path. She is excited to develop a long-term relationship with you. Together creating a dynamic financial plan that you can feel confident in!