Team Support Administrative Assistant
Jan joined Summit Wealth Group in December of 2020, as a Team Support Administrative Assistant for the Lone Tree Office. She is a Colorado native and attended the University of Colorado at Boulder, graduating with a Bachelor of Science in Finance. Jan holds the FINRA Series, 7, 63 and 65 securities registrations through Commonwealth Financial Network. Jan has an extensive financial services background and has served in a variety of roles within the industry. Providing quality customer service is her passion.
Jan lives in Lone Tree, CO with her life partner Bob and their two dogs, Lewis & Clark. She is actively involved in local non-profits, and enjoys, boating, attending concerts, long walks, wine tasting and traveling.