Jan enhances our service to our clients. She interacts with clients and our other trusted relationships on a regular basis. She ensures prompt responses to client inquiries and simplified paperwork related to their investment management.
Jan’s career includes numerous roles assisting families and giving back to the community. Prior to joining Oak Wealth Advisors, Jan worked for ten years with the Wilmette Public School District coordinating and developing their Summer Enrichment Program. As an active community volunteer, Jan has applied her leadership talents to a variety of organizations. She has presided over multiple parent organizations, most recently as the National Co-Chair of the Marquette University Parents Association and as Co-Chair of Roger Williams University Parent Council. Jan also served as Chief Financial Officer of a North Shore nonprofit.
Elected to a four-year term as New Trier Township Trustee in 2013, Jan served as trustee liaison to the Township’s Advisory Committee on Mental Health as well as the trustee liaison to the Committee on Disabilities. In 2015 she was acknowledged as an Outstanding Woman Elected Official for distinguished leadership by the Clerk of the Circuit Court of Cook County. Jan was also awarded the Township Excellence Award in 2017 by the New Trier Township.
She earned a Bachelor of Science degree from Marquette University. Jan and her husband have two sons and live in Wilmette.