Having joined Grand Wealth Management to oversee our office administration and portfolio management, Janelle is often the first face you’ll see or voice you’ll hear when visiting or calling. Fortunately, she possesses just the right combination of talents for the role: She’s detail-oriented and computer-savvy, while also being personable and engaging.
“Before joining Grand Wealth, I was planning to pursue a bachelor’s degree in mathematics and become an educator,” says Janelle. “But after joining Grand Wealth Management, I realized I already was part of a group who shared my need to do right by others, provide a service of true value, and make a positive difference in people’s lives. I’ve been here ever since.”
At Grand, Janelle is responsible for our financial and portfolio accounting, marketing support and office administration, and also assists with special projects aimed at adding value to the Grand client experience.
Before joining Grand Wealth Management, Janelle was an advisor associate and marketing coordinator with financial firm Waddell & Reed for five years. Her two sons and daughter keep her hopping at home. With her in-laws’ farm only a block away, the kids often come home muddy (but grinning) after riding dirt bikes, working with their 4-H animals or baling hay. Janelle enjoys the country lifestyle, her gardening time, and an occasional “peaceful time” run.
- Bachelor of Arts in Finance, Grand Valley State University