Janice strives to create financial success for her clients through honoring each person’s unique value system and helping them attain the best financial plan that is tailored for them. Financial plans can change over the course of a lifetime, but the cornerstones of clear communication and long standing trust does not. Under these core values working with Janice allows her clients to continually assess their progress and goals and gives them the ability to adjust their ever-changing financial plan as life evolves.
Janice joined Baird in 2015 and brings 20+ years of industry experience to her clients. Her areas of expertise include women’s wealth management, holistic intergenerational planning, as well as transitional planning around divorce, death, and inheritance. Janice’s financial planning process is based on the values of connecting and understanding. Through this process, she integrates her client’s financial vision into a workable strategy. Her practice is built on a cooperative and equality-based foundation, offering her professional knowledge and service to her clients.
Janice graduated from The University of Oregon in 1986 and completed a Teacher’s Certification course-Type A at the University of Colorado in Boulder in 1989.
Janice currently lives in Nevada City, California. She has been an active member of the Financial Planning Association for over 15 years and is a proud supporter of many local community organizations, including The Center for the Arts, KVMR, and Sierra Harvest to name a few. Her interests include arts, education, skiing, yoga, and gardening.