Janet Lewis

Just about any document, hard copy or digital, involves Janet, our director of communications since joining us in 2017. She assembles tax returns and financial statements, generates and processes all client tax and investment forms, maintains client records, and helps with compliance reporting with the broker/dealer. 

Janet is generally the first person to greet clients with her smiley voice or face, depending on whether they call or walk in. She also sends out our monthly newsletter. Basically, it’s safe to say that Janet is in the middle of everything.