Vice President & Chief Compliance Officer
BA in Biology, University of North Carolina in Chapel Hill
Masters in Accounting, University of North Carolina in Chapel Hill
Certified Public Accountant
Janna advocates for the promotion of relevant financial literacy and transparency within the financial planning industry. She received a Masters in Accounting degree from the University of North Carolina at Chapel Hill and became a Certified Public Accountant in 1998.
Janna enjoyed a successful career with IBM in Research Triangle Park as a finance and accounting manager. After 13 years with IBM, she chose to invest her time, talent, and resources into her growing family. She was a Board Member and Treasurer for Christ Church Preschool and served a three year tenure on the Church Finance Committee. She continues her service by volunteering with Chatham County Habitat for Humanity and Woods Charter School in various leadership positions. Participating on the Family Services and Mortgage Management Committees at Habitat, she helps families understand the importance of managing money and creating a sound strategy for future success. At Woods Charter School, she was an elected member of the School Board for eight years and served as the School's Treasurer and chief steward of the School's financial resources.