Janet joined Impel Wealth Management in 2021 as a client services specialist.
She brings 40 years of experience in finance and accounting to the Impel team, where she’s worked for a range of organizations including corporations and government agencies.
In her current role, she assists clients with everything from new account paperwork and beneficiary designations to asset transfers and trading.
Janet recently moved back to Ohio after living on the west coast for the past 30 years and has two adult children. When she’s not at work, she enjoys spending time with family and friends, reading, exercising and listening to all types of music.
You can reach out to Janet for help servicing your accounts. From questions about fund distributions to balance inquiries, she can provide the information you need.