Jan currently serves as a consultant to the Capital Asset Management Team. In the past she was 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 assistant of FSC Securities Corporation.
Personal
Jan and her husband, Chuck reside in Midwest City. They have been married for 50 years and have two sons, both married to very special women and two grandsons.
Jan and Chuck enjoy spending time with their family and traveling, especially to the coast of South Carolina.
