Janice is the director of client services. She has over 18 years of experience in the insurance and financial services industry. Her experience and her passion is helping clients through the sometimes complex and time consuming implementation process. She works closely with the client, the investment or insurance companies, and the client’s other advisors to be sure that the process is as smooth as possible for all concerned. She also assists our clients in ongoing service needs relating to their insurance and investments. In addition to holding a California Life Insurance license, Janice has a Bachelor’s degree in Business Administration. She lives in Orange County, CA with her husband Brian and three children and they enjoy travelling.