Advisor Profile

Jan brings three decades of expertise in the wealth management industry, specializing in guiding ultra-high-net-worth families and business owners through complex financial planning and investment strategies.  She is deeply committed to the fiduciary principle, ensuring that clients’ best interests are at the heart of every decision.

Jan’s primary focus is helping clients navigate the intricacies of family wealth management, multigenerational planning and philanthropic endeavors.  Her team is known for designing innovative, tax-efficient strategies that preserve and enhance clients’ financial legacies.

Prior to her current role as a Senior Associate of Wealth Management at Choreo, Jan held several key positions, including Wealth Management Investment Associate at MRK Financial Solutions, UBS, and at RBC Wealth Management, and Vice President, Wealth Management Advisor at U.S. Bancorp Investments, Inc.  She holds FINRA Series 66 and 7 licenses, a Minnesota Life and Health License, and the Accredited Wealth Management Advisor (AWMA®) designation from the College for Financial Planning.

When she’s not serving clients, Jan enjoys spending time with her family and dachshund, Jasper.  She is an avid traveler, golfer, and pickleball enthusiast and is a dedicated fan of Minnesota sports teams, especially the Vikings.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS

• AWMA®