Jan serves as the firm’s Operations and Compliance manager. A member of the team since 2000, she oversees the day-to-day operations of the firm and ensures that the firm’s activities are compliant with all industry and regulatory compliance standards. She graduated from Daytona State College in Daytona Beach, FL with a degree in accounting. She also holds her FINRA Securities Series 7, 24, 63, and 65 registrations. In her free time, she enjoys spending time with her two grandsons, hiking, kayaking, reading and yoga.