We are excited to announce the addition of Jana Prance to the Wiser team. Jana is a recent graduate of Berry College, where she majored in Accounting and Finance. We look forward to her advancement within our firm.
Currently Alexa Brannen is in charge of client services and office management. With the addition of Jana, Alexa will transition to Office Manager when she returns from maternity leave in January. Jana will be taking over the role of client services which includes answering your phone calls, opening accounts, handling your money requests and working with TD Ameritrade on your behalf. In the future you will see Jana taking on additional roles within Wiser including her participation on the investment committee and other functions related to asset management.