Janet joined AIS Planning with over 40 years of experience in the banking industry, working primarily in Wealth Management and Private Banking. Janet is the “voice” of AIS Planning as she fields incoming calls and proactively reaches out to clients to schedule appointments. Janet is also the “mom” of our team as she thoughtfully and passionately seeks opportunities to support others and keep everyone organized. Janet loves working with clients and the team, which is obvious by the bright smile and positive energy she brings to the office every day.
Janet has been married to Chuck for 45 years and together they have raised 3 boys, Aaron, Josh and Joe - plus 4 beautiful grandchildren. Janet enjoys the outdoors and spends her free time at her home on the lake, biking, floating, fishing or knitting on the deck…usually accompanied by a glass of wine.