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Manager of Client Relations
Janice Roussel provides valuable assistance to the administrative staff by utilizing her interpersonal and organizational skills to greet clients, provide clerical support, answer calls and schedule appointments. Janice assists in processing all aspects of administrative paperwork including new and managed account applications, fund transfers, as well as annuity & insurance applications. She is also instrumental in the follow-up procedure with all investment sources to insure prompt and accurate processing of all client paperwork. In addition, Janice handles the maintenance and organization of client files and related activities. In her spare time when she's not going on motorcycle rides with her husband or taking her son to martial arts & guitar practice. Janice enjoys beading jewelry, etching glass, and wood burning art projects. She is very creative and talented.
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