Experience

Janette has been serving her clients with the same investment firm for over 42 years. She provides comprehensive financial planning, retirement income planning and investment consulting to clients and their families. Janette is aware of the challenges clients face today and has proven her ability to provide sound guidance in delivering customized financial planning.  Janette believes that your success is driven by her ability to understand your needs and goals, and offer guidance in complex uncertain times. Whether it's funding an education, retiring with peace of mind in today's economy or leaving a lasting legacy for your family. Janette will work with you to create a plan and deliver the resources and solutions that give you the confidence to achieve what's most important to you.

Janette, being a native of San Antonio and having raised her family here-believes strongly in serving the community in different facets. She has exemplified this through her charitable work and serving her clients in San Antonio and the surrounding areas.

Connect with me today and let's start planning together.