Senior Investment Advisor
Jan ensures that you have a plan that is customized to your needs, goals and comfort level. Her to-the-point approach accentuates her focus on your best interests and her ability to cut through the noise to get to the heart of the matter. Her expertise means you receive superior wealth management services.
Jan has spent her career developing the skills and versatility to be a one-stop-shop for your investment and tax questions. When Jan joined the Angus Watt Advisory Group in 2002, she brought with her over 25 years of experience in accounting, personal tax, insurance and wealth management. Understanding that financial planning is a cornerstone of the complete wealth management picture, and wanting to provide our clients with the expertise that will play a role in your financial success; she obtained her CERTIFIED FINANCIAL PLANNER® designation in 2009.
When Jan gets some time off you can almost certainly find her working on a new quilt or watching the wildlife on her acreage.
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.