Senior Wealth Advisor
Janelle is devoted to helping successful families like yours thrive. She has more than 17 years’ experience in wealth management. Prior to joining Frontier, Janelle was a Senior Portfolio Manager for the Edward Jones Trust Company, where she provided discretionary investment management for over $400 million for individuals, trusts, and charitable entities. Janelle provides tailored investment management and holistic financial planning services for individuals and families who need customized plans and who enjoy working with an advisor who truly cares. Janelle got her start in finance with an accounting degree from University of Missouri – Columbia that led her to become a CPA. She holds the Personal Financial Specialist designation issued by the American Institute of Certified Public Accountants which focuses on excellence in financial planning. She is a Certified Financial Planner, CFP®, using a skilled approach to navigate family dynamics to ensure each family’s vision and values are at the center of their wealth strategy.
“It is my passion to help clients implement their ideas and dreams into a purposeful plan that often has rewarding impacts on multiple generations.”
Janelle believes in giving back and is engaged in several charitable organizations, including Junior Achievement, Alzheimer’s Association, and Holy Infant parish. Janelle and her husband Joe are blessed with two sons, Tyler and Jaden. As a family, they enjoy playing golf and look forward to many family outings for years to come.