Janet Taylor, Senior Operations & Marketing Specialists
Janet has been taking care of the needs of clients for her whole career. The bulk of her work has focused on helping people directly, and supporting advisors, with financial and insurance needs. As a senior operations and marketing specialist at Intent Planning, Janet supports advisors and clients with great attention to detail with a wonderful attitude.
Janet’s can-do attitude and helpful manner makes her a valuable asset and resource for clients as they work toward achieving their financial goals.
Janet is dedicated to delivering top-notch service to the advisors she works with as well as the clients they serve. Janet ensures client paperwork and documentation is completed correctly to prevent delays or errors in executing requests.
Additionally, Janet is committed to making each client interaction meaningful and efficient, but most importantly, enjoyable.
Janet is part of a blended family with four active sons.