Registered Financial Services Associate
Janelle brings a wealth of experience and expertise to her role as a financial planning assistant at Uhler Vertich White Advisors, with an impressive 18-year tenure in the financial services industry. Her primary focus is on responding to the administrative needs of clients, facilitating the preparation of financial planning documents, and providing crucial information for account reviews. Janelle holds the prestigious Series 7 and 63 FINRA licenses, underscoring her commitment to maintaining a high standard of professionalism in her field.
Magna cum laude graduate of the State University of New York at Potsdam, Janelle’s educational background is rooted in speech communication, supplemented by a minor in pre-law. Her academic achievements reflect her dedication to excellence, a quality that likely translates into her professional endeavors. Originally hailing from Tupper Lake, New York, nestled in the scenic Adirondack Mountains, Janelle resides in the nearby area. Outside of her professional life, she finds joy in spending quality time with her daughter, engaging in outdoor activities such as hiking, kayaking, boating, and camping. Beyond her financial acumen, Janelle possesses a creative side, evident in her involvement in furniture reclamation, crafting and home decorating projects.
What sets Janelle apart, however, is her genuine enthusiasm for client interaction. At Uhler Vertich White Advisors, she considers assisting clients with their financial needs to be the most enjoyable aspect of her work. This highlights not only her technical competence but also her dedication to fostering meaningful relationships with those she serves. Janelle’s passion for helping clients aligns seamlessly with the client-centric ethos of Uhler Vertich White Advisors, making her an asset to the firm. Overall, Janelle’s blend of experience, education, and personal interests make her a standout financial planning assistant, contributing positively to the firm’s mission and client satisfaction.
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