Jana Hovey, MBA, CFP®, serves as a Wealth Advisor, helping clients make informed decisions across the many areas of their financial lives. Her business and financial planning credentials support her thoughtful approach to helping clients clarify goals, organize priorities, and coordinate strategies that reflect both current needs and long-term objectives.

Jana brings a collaborative and practical perspective to each client relationship. Her work helps clients feel informed, supported, and confident as their financial plans evolve through life’s changes and opportunities.