Jan received her Bachelor of Science degree in Accounting from Iowa Wesleyan College and has been a CPA for over 21 years. With over 35 years of tax experience she prides herself on being much more than a tax preparer, she is also a business consultant and financial advisor to her clients. She completed her Certified Financial Planner (CFP) certification in 2000 and has been a Personal Financial Specialist (PFS) since 2013. She has been able to offer her clients financial services through Avantax (formerly known as HD Vest) Investment ServicesSM since 1999.
Jan offers tax preparation and accounting services, and is licensed to provide all financial services including, but not limited to: mutual funds, stocks, bonds, annuities, etc. through her affiliation with Avantax Investments ServicesSM. She can help you develop a comprehensive investment plan that takes into account your financial circumstances, tax status, and future goals of retirement and estate planning.
Jan was born and raised in rural Wisconsin and moved to Mt. Pleasant in 1986 with her husband Dave. They have 3 grown children and 12 grandchildren. She is also very active in her church and community.