Jan DeProspero

Jan joined our administrative support team virtually from Ft. Lauderdale, Florida in November of 2013.  Jan’s background includes over twenty five years in administrative support, over half of which have been in the financial advisory industry. Her specialized skill set as well as her familiarity with virtual tools is an asset in the day to day running of our office. Jan most enjoys interacting with clients and serving in the role as liaison with TD Ameritrade and Schwab Institutional, the custodians for our clients’ assets.