Jan began her wealth management career at Baird, where she has helped clients pursue financial well-being for over 20 years. She received the designation of Chartered Wealth Advisor® from the Estate and Wealth Strategies Institute at Michigan State University in 2007. She holds Series 7, 63, 65 and Insurance licenses.
Jan is a graduate of Indiana University with a Bachelor of Science in Business Administration. She is an alumni of the Focus Louisville/Leadership Louisville program, and served as a Loaned Executive to Metro United Way. Prior to her career with Baird, she spent over a decade in the healthcare industry where she participated in the establishment of and served as President for a workers’ compensation managed care joint venture.
Jan and her husband Joe reside in New Albany, Indiana, where they are involved with historic preservation. She enjoys travel, boating, cooking and spending time with family and friends.