“Twenty years from now you will be more disappointed by the things you didn't do than by the ones you did do.”

Jan joined Badgley Phelps in 2011 and provides financial planning, administrative and client service support to the firm’s clients and wealth managers.

“I believe in doing right by the client and letting the rest take care of itself.”

Prior to joining the firm, Jan was with Morgan Stanley, formerly Smith Barney, for over 19 years in various financial service positions.

Whether assisting a client with their financial plan or executing on a client need, Jan strives to bring an exceptional level of service and knowledge to the clients she serves. Her bucket list includes spending a year abroad, visiting Iran and meeting travel writer Paul Theroux.

EDUCATION

  • Bachelor of Arts, University of Hawaii, Honolulu, HI

INVOLVEMENTS

  • Volunteer, local animal rescue events