695 Town Center
Costa Mesa, CA 92626
fax: (866) 447-7090
Jana joined the Family Office Services team in May of 2004. In her current role as Case Coordinator, Jana assists in scheduling meetings involving clients and their advisers. She works with the client and/or their advisers to schedule free Discovery Sessions. With a background in customer service, Jana assists clients through the engagement process while continuing her work with them by answering questions pertaining to accounting and scheduling. Jana also coordinates with the clients' advisers to develop and follow a timeline for implementing each client's plan. She maintains an array of brochures and other documents to answer common questions raised by clients and advisers that are new to the Family Office Services process. She facilitates prompt and effective follow-up after meetings with clients and/or their advisers.
As Channel Member Administrator, Jana works with CPA's, CFP's, attorneys, insurance agents, and other advisers from all over the country who plan cases with assistance from the staff of Family Office Services. Jana serves the Channel Members by scheduling calls, answering accounting questions, customizing marketing material and websites, assisting the advisers in hosting seminars, and keeping the members apprised of seminars and webconferences.
Jana is currently taking the courses required to earn a Certification in Financial Planning. She looks forward to using the knowledge she will acquire to better serve clients and advisers. Jana and her husband Gary live in Costa Mesa, California.
For information about how Jana can serve you, please feel free to call her at (800) 447-7090. She looks forward to working with you.