Jan Johnson, CFP®, CeFT®, RICP®

CERTIFIED FINANCIAL PLANNER™

“Helping Clients Make Smart Financial Decisions During Life’s Transitions” is in Jan Johnson’s blood. Her dad started out by working as a stockbroker for Morgan Stanley Dean Witter in California back in 1986. He was one of the first Advisors to become a CERTIFIED FINANCIAL PLANNER™ (“CFP®”) professional.

Simultaneously, Jan was working as a Registered Dietitian in her private practice, advising patients on how to keep physically healthy, as well teaching students at the University level.

But fate was about to unfold in Jan’s life. After an emotional divorce, she found herself facing her own significant “Life Transition.” She sought the services of a CFP® professional, who helped sort out her investments and pointed her in the right direction to get all her questions answered. She had seen so many friends in similar situations get shortchanged, with some even having to file bankruptcy, and was determined not to do the same.

Along the way, Jan discovered that she actually enjoyed the problem-solving process she had just experienced firsthand. She found that the process of setting goals, interviewing, analysis and evaluation was similar to what she was already practicing in her current career. At the urging of her dad, Jan entered the financial services business and became a Certified Financial Planner™ professional herself in 2002, adding the technical skills necessary to help her clients achieve and maintain good financial health.

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RICP® stands for Retirement Income Certified Professional®.

This designation is offered by The American College of Financial Services and focuses on helping financial advisors develop expertise in retirement income planning. It equips professionals with the skills to create sustainable income strategies for retirees.

CeFT® stands for Certified Financial Transitionist®.

This designation is offered by the Financial Transitionist Institute and focuses on helping financial advisors manage the human dynamics of financial change, such as transitions during retirement, divorce, or loss of a loved one.

CFP® stands for Certified Financial Planner™.

This designation is awarded by the Certified Financial Planner Board of Standards and signifies expertise in financial planning, including investment, estate, tax, retirement, and insurance planning.

Megan Johnson, CHFC®

LICENSED OFFICE MANAGER

Megan Johnson is a seasoned office manager with over 25 years of experience in the financial services industry. Based in Manchester, CT, she lives with her husband, three boys, and two lively pups, and is committed to delivering exceptional client service and operational excellence.

Since 2011, Megan has been an integral part of Jan Johnson's business, where she ensures smooth office operations and fosters strong client relationships. Her career spans various roles, including compliance analyst, where she conducted policy reviews and developed internal auditing processes to uphold regulatory standards.

Megan's expertise extends to managing daily activities for financial professionals and supporting financial planning practices. She is passionate about using her entrepreneurial spirit to help small businesses grow, implementing innovative solutions and strategies that drive success. Her commitment to client service is evident in her ability to build strong relationships with the firm’s clients, ensuring they feel valued and supported.

Holding a Chartered Financial Consultant (ChFC®) designation and Series 66 and Series 7 licenses, Megan's skills are further supported by her academic background in Business Administration and Accounting from Manchester Community College.

Stephanie Johnson

SENIOR CLIENT SERVICE SPECIALIST

Since joining our firm in 2013, Stephanie Johnson has exemplified dedication and a true passion for helping clients achieve their financial goals. Known for her client-focused approach, Stephanie consistently goes above and beyond to provide exceptional support and personalized solutions, ensuring every client feels valued and understood.

With her Series 7 and Life and Health Insurance licenses, as well as experience as a licensed real estate agent, Stephanie brings a wealth of knowledge and versatility to her role. Her diverse skill set allows her to address a wide range of client needs, adding depth to the services we offer. Stephanie's unwavering commitment and expertise make her an indispensable asset to both our team and our clients.

Jessica Ramos

CLIENT SERVICE SPECIALIST

Jessica brings a blend of warmth and expertise to her role as our Client Service Specialist, ensuring that each client experiences exceptional support and guidance. With a keen eye for detail and a dedication to seamless service, Jessica is committed to addressing client needs, managing inquiries, and enhancing every interaction with our firm. Her proactive approach and genuine care make her a valued resource for clients and a cornerstone of our team's commitment to excellence.

Tony Johnson

CHINESE CRESTED, CHIEF CUDDLE OFFICER

As Chief Cuddle Officer, Tony brings a unique set of skills to the table—whether it’s offering a furry shoulder during stressful meetings or greeting clients with a wag and a nuzzle, his contribution to our culture is paws-itively invaluable. When he’s not snuggled up in his favorite corner, you might catch him making the rounds, ensuring that everyone is in high spirits and well-loved.