Jan Savage, M.Ed.

Branch Manger

As our Branch Manager Jan’s chief responsibility is helping us to maintain a high level of Compliance with all of the rules and policies that govern our Industry. Jan comes to us with over 15 years of experience as Planner, Educator, and Compliance Officer.

She provides training, oversight, and support on a daily basis to help us manage an effective and compliant practice.”

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.