Janet is highly trained, experienced, and committed to providing support through every step of the retirement planning process. She helps participants on their path to and through retirement via education and services such as retirement needs analysis, risk tolerance assessment, asset allocation education, account consolidation, annual reviews, and income distribution conversations. Janet is a true partner for both plan participants and plan sponsors, motivating them to take positive actions that can result in better retirement outcomes.
- BA in Psychology from University of California at Berkeley
- Licenses/designations: CRPC® CRPS®
- Industry experience: since 2014
- Lincoln tenure: June 2016