- Certified Financial Planner (CFP®)
- Kansas State University, B.S., Business Administration major in Financial Management
- Kansas State University, M.S., Personal Financial Planning
- Series 65, 63 and 7 Securities Licenses
- NC Life and Health Insurance License
Janet has been in the financial services industry since 2013. She started with an independent firm in KS. When she moved to NC she focused her work on life insurance and Medicare supplements for a year. After earning her Certified Financial Planner® designation, she began to focus on financial planning. Janet joined Synergy Wealth Management in 2018. Everyone’s financial puzzle pieces are unique to their own situation. She enjoys creating the final puzzle picture through deep conversations that add clarity to each individual’s next steps.
Janet has four grown children and one grandchild that she enjoys spending time with as much as possible. You can often find her involved in giving back to the community through her leadership positions in Kiwanis, Moore County Chamber of Commerce, and Newcomers of Pinehurst area. She also spends time helping with Habitat for Humanity and United Way whenever possible.
Securities Offered Through SA Stone Wealth Management Inc, Member FINRA/SIPC
Advisory Services Offered Through SA Stone Investment Advisors Inc
Insurance Products Offered Through Synergy Insurance Group
Synergy Investment Group, Inc and Synergy Insurance Group, Inc are not affiliated with
SA Stone Wealth Management