Team member
Jan S. Youker, AWMA ®
Team Service Coordinator II
Jan is responsible for providing administrative support, day-to-day servicing of account needs and driving the efforts of the client centric team. She ensures clear, concise communication by coordinating the teams workflow and acts as an ongoing resource for clients. Jan has received the Accredited Wealth Management Advisor designation and has over 15 years of experience in finance and client service.