“I have witnessed the Truepoint team assist clients following the death of a loved one many times. I never realized, though, how comforting it is to have that expert assistance until experiencing it personally. Clients are in good hands here – especially during a time of loss and confusion.”
As COO, Janel not only oversees the financial management of the firm, but also leads Truepoint’s compliance and administrative teams responsible for the firm’s financial reporting, technology and custodial relationships. Additionally, she serves on the Fidelity Investments Institutional Wealth Services Steering Committee and TD Ameritrade’s Operations Panel, offering feedback to help our custodians improve their service.
Janel earned a bachelor’s of business administration degree in accountancy from the University of Notre Dame. She is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ professional.
Outside of work, Janel serves on the boards of ArtWorks, a non-profit organization that connects artists of all ages with opportunities, and St. Joseph Home, a facility that provides residential and respite programs for infants, children and adults with severe to profound developmental disabilities.
With two children in college and graduate school, Janel is adjusting to an empty nest. She enjoys staying active by running, golfing, and is Truepoint’s only NASCAR fan.