Janet Gomes

Janet Gomes

Director of Operations, MBA
843-654-1915
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Janet has over 25 years of experience in the financial planning industry. During her 25 years, she has been involved in most every aspect of the business. Janet’s wide breadth of skill set allows her to serve two primary purposes at the firm: First, she assists both the Charleston and Atlanta offices with the operations of their practices. Janet works with each office to increase the client experience in all facets of planning. Second, Janet leads several corporate “back office” operation roles such as technology logistics/integration, SEC Compliance, to name a few. Her role is designed to increase the client experience for all clients at the firm. Janet holds an MBA from the Rutgers University Business School and has earned a Financial Planning Certificate from Fairleigh Dickinson University.