Jana has been practicing financial planning since 1996, focusing on Women and Business Owners. Her planning process is methodical and thorough, and embraces the unique personality and circumstances of each client, focusing on both present and future. By uncovering that next layer of what is relevant to clients, she helps them craft and achieve financial plans that support what gives them purpose—which is her personal measure of success. She is passionate about educating and empowering women and the next generations regarding their finances and helping them use their wealth as a tool for the life they desire for themselves and others. Jana leads a team of seven, four of whom are women.

“Financial planning is at the heart of our value to our clients. Our advice is informed by active listening, collaboration and experience. What matters to you is what matters.”

— Jana Lisle Parham, CFP®, CIMA®, CPWA®, CEPA®

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