With over 30 years in the financial industry, Jana brings extensive expertise and a deep commitment to helping clients achieve both their current lifestyle goals and long-term financial aspirations. As a Certified Retirement Planning Counselor, Jana specializes in retirement planning and investment strategies, providing clients with tailored guidance to secure a comfortable and fulfilling future.
A proud Mainer, Jana is a graduate of the University of Maine, a legacy she shares with her husband and two sons. She understands the values and goals of her community, making her a trusted advisor for clients looking to invest wisely while enjoying life along the way.
For individuals seeking an experienced and client-focused financial partner, Jana offers personalized wealth management solutions designed to support both present needs and future goals. Connect with Jana today to start planning your financial future.
Certifications/Accreditations
States Serviced
Wealth Management Products:
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE
Bangor Wealth Management of New Hampshire LLC is a wholly-owned subsidiary of Bangor Savings Bank.