Janelle offers over a decade of experience managing wealth for executives, high-net-worth individuals, and their families. Her expertise spans market strategies and legacy planning. Janelle’s dedication to educating and empowering our clients’ financial lives makes her a vital member of our team. She serves as a Private Client Advisor to a select group of clients.
Janelle honed her skills and passion for financial planning at reputable firms such as LPL Financial and Jaffe Tilchin. Originally from Gainesville, Florida, Janelle attended the University of Florida where she studied Sports Management and Business Administration. Janelle holds her series 65 license and is studying to become a Certified Financial Planner™.
In her free time, Janelle loves to run, practice yoga, watch hockey games, and spend time with family and friends. She is an active member of the Gotham Gators, the NYC UF Alumni Club and she volunteers for the North Brooklyn Angels, a non-profit that focuses on providing meals to those in need in New York City. Janelle is based out of our Greenwich, Connecticut office.