Janice has been a CPA for over 20 years, operating her own accounting firm since 1993. She enjoys getting to know her clients, as well as their dreams and personal goals. She believes that attention to detail, good listening skills and trustworthiness are important traits in developing both personal and client relationships.
She loves helping others, and that desire is what led her to obtain her securities licenses. Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Exam) through her affiliation with Avantax, and insurance license (life, health and variable) in 2006. She believes that her knowledge as both a CPA and a financial advisor put her in a unique position to be able to provide an all-encompassing approach to wealth management, which focuses as much on tax planning as it does on providing superior wealth management strategies.
Janice realizes that everyone’s economic and life situation is unique, and keeps that in mind when developing a custom-tailored financial plan. She wants to help her clients maximize their wealth, protect and preserve that wealth and successfully transfer that wealth to the individuals and institutions that are important to secure their legacy.
Janice has been a part of the central coast for most of her life, attending local schools and later graduating from Cal Poly State University, San Luis Obispo with a degree in Business Administration / Accounting.
She and her husband, Harold, raised their three children in Santa Maria. They have been involved in the local community for many years, volunteering their time with local youth sports teams and other organizations, and are very active in their local church. Janice has been involved with many local non- profit organizations, including serving as a board member for a number of years.
In her spare time, Janice enjoys spending time with family and friends.