Wiser Welcomes Jana Prance to Our Team

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.

Recent Tweets

wwm twitter

Why and How to Use Credit Cards Effectively https://t.co/WJAYici5xy
- Tuesday Jan 16 - 5:00pm

wwm twitter

Self-employed health insurance deduction 2017 https://t.co/baeYP9Uor9
- Sunday Jan 14 - 5:00pm

wwm twitter

One Thing You Can Do Now to Improve Your Odds of Retiring Soon https://t.co/3plz0uxhKF
- Friday Jan 12 - 5:00pm