Jan has been a registered client associate with Capital Asset Management for fifteen years. She is currently responsible for coordinating the daily tasks and projects for the Wealth Management team and assisting Doug Oliver with the overall management and operations of Capital Asset Management.
In her time with Capital Asset Management she has held multiple positions from client services to Operations Manager.
Before joining Capital Asset Management, she was the owner / operator of a retail business for fifteen years.
Jan has her Series 6 License and Oklahoma Insurance License. Jan is a registered representative of FSC Securities Corporation.
Jan resides in Midwest City with her husband, Chuck—who has been the Chief Building Official for the City of Midwest City for thirty years—and their two dogs Bella and Izzy. Chuck and Jan have two sons, Patrick and Clay who have their families: Patrick and his wife Sherra have sons Keaton and Tyler, and Clay and his wife Kristen.
Jan’s favorite activity is spending time with her family. She also enjoys reading and traveling. Chuck and Jan’s favorite place to visit is the coast of South Carolina, especially Myrtle Beach.