Jana has been practicing financial planning since 1996, focusing on Women and Business Owners. Her planning process is methodical and thorough, and embraces the unique personality and circumstances of each client, focusing on both present and future. By uncovering that next layer of what is relevant to clients, she helps them craft and achieve financial plans that support what gives them purpose—which is her personal measure of success. She is passionate about educating and empowering women and the next generations regarding their finances and helping them use their wealth as a tool for the life they desire for themselves and others. Jana leads a team of six, four of whom are women. 

Jana earned the Certified Financial PlannerTM designation in 1999. She studied at the Booth School of Business at the University of Chicago while earning her Certified Private Wealth Advisor® and Certified Exit Planning Advisor® designations, and also holds her CIMA®. She has built a reputation as a highly experienced planner for high net worth families. Named to both the Forbes Best-In-State Wealth Advisors America’s Top Women Advisors list for 2018-2020, Jana is one of a select group of UBS employees recognized as Wealth Advisors. She has served as Co-Chair of the FA Advisory Council, a group of 15 UBS Financial Advisors throughout the U.S. Jana graduated Phi Beta Kappa as a Senior Scholar from the University of Arkansas in 1984.

• Forbes Top Women 2018,2019,2020
• Forbes Best-in-State Wealth Advisors 2018,2019,2020
• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Certified Investment Management Analyst (CIMA®)
• Certified Private Wealth Advisor

• B.A. Communications, University of Arkansas, 1984

• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• Series 7, General Securities Representative

• Former Board Member of Fifty Forward, CABLE, and March of Dimes in Middle, Tennessee
• Active in community and professional organizations in Middle, Tennessee
• Board Member of Nashville Public Television, Estate Planning Council of Middle TN

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