Focus
Jana’s objective is to enhance the client experience by responding to clients’ administrative and operational needs in a timely manner. She is committed to delivering impeccable personalized service. Jana is dedicated to helping clients achieve their financial goals through strengthening the client-advisor relationship.
Jana is responsible for handling the day-to-day administration of accounts, including the opening of new and updating existing accounts. She coordinates fund transfers and answers non-investment related questions.
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Background and Experience
Before joining Coastal Bay Wealth Management, Jana served a combination of 32 years with the Florida Department of Law Enforcement and the New Port Richey Police Department. For the last 10 years, Jana has worked part-time at a local veterinary hospital and assists in the oversight of all business activities of the practice.
away from the office
As a native Floridian, Jana was born in St. Petersburg and grew up in Tallahassee, Jana’s career took her to various places across our great state and she has lived in Tampa, Orlando, and Melbourne before settling down in New Port Richey.
As an avid animal lover, Jana is a servant to two rescue cats: Janie, and Banshee. Not wanting to just be a “cat person” Jana became a first-time dog mom in 2017 when she welcomed Anja, a loving Doberman Pinscher to her home.
Community service is important to Jana. She is currently a member of the Rotary Club of Holiday. In 2020, Rotary Foundation recognized Jana as a Paul Harris Fellow. She volunteers each year with the RAP River Run, Chasco Fiesta and Holiday Parades. Jana is an active participant for many not-for-profit organizations needing help with their fundraisers or projects.