Partner, Angus Watt Advisory Group
Jan joined the Angus Watt Advisory Group in 2002, bringing with her over 25 years of experience in accounting, personal tax, insurance and wealth management. She became a partner of the Angus Watt Advisory Group in 2006.
She obtained her Certified Financial Planner (CFP) designation in 2009. Jan ensures that clients have a plan that is customized to their needs, comforts and goals.
Jan’s to-the-point approach accentuates her determination to keep a client’s best interests in mind. Her proficiency translates to our clients receiving superior wealth management services including retirement planning and asset allocation.
Why choose the Angus Watt Advisory Group?
Every plan is customized for each client, and we’re here to provide the comfort that each client deserves. We really do care about your overall well-being.