Jan is a Registered Representative of H.D Vest Investment Services SM, Member: SIPC since 1994. She holds FINRA Series 6 and 63 security licenses, and Pennsylvania Insurance License - Life & Annuities, Accident & Health and Certified Fund Specialist designation.
She attended Bloomsburg State College and University of Pittsburgh at Bradford with studies in accounting and management.
Jan has provided complete income tax preparation for individuals and businesses at the Federal and all States levels for over 30 years. She is a member of the National Association of Tax Professionals, and has maintained Enrolled Agent status with the Internal Revenue Service since 1993.
This diverse knowledge of investment and tax management strategies, allows Jan to provide comprehensive financial solutions for her clients towards pursuing their goals.
Jan and her husband Steve have been married since 1978. They have 2 children, Jennifer and Andrew and 6 grandchildren. A lifetime resident of Bradford, Pennsylvania, she continues to support community organizations and activities. Traveling, family, friends and cooking are her passions.
(Current state registrations with PA, NY, OH, NC, CO but not limited to)