Founder & President

Jana and her team work with a select group of individuals, families, and companies to help them build, manage, protect and transition comprehensive wealth.  If a working relationship is developed, her process is designed to help you live the one life you have the best way you can, without undue financial sacrifice or overexposure to risk.

Background and experience

For nearly two decades Jana has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Jana has dedicated her career to delivering the personalized investment planning services her clients deserve.

Jana began her career as a CPA with Ernst & Young in Dallas, where she developed her analytical skills. In 1993, Jana earned the CFP® certification where she developed her fundamental investment knowledge by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements.  She joined Addison Securities, a predecessor firm of Prospera Financial Services, in 1999 by providing personalized financial advice for individuals and families.

While earning her bachelor’s degree at the Texas Tech University, she graduated with Magna Cum Laude honors. After college, she settled in Grapevine then moved to Southlake in 2002 and she and her husband still enjoy all that both cities offer.

Away from the office

Jana spends her free time with her husband, Ron, a CPA with BNSF Railway, and their 2 adult sons, Zack and Mason.  She loves to cook healthy and they enjoy eating out and discovering new restaurants. They like to stay active both physically and mentally, and love traveling, enjoying the water, mountains, and history of areas visited.  They also enjoy biking in new places, including favorites such as biking over the Golden Gate Bridge, and around Stanley Park in Vancouver, B.C.