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As COO, Jana plays an indispensable role in overseeing office management and ensuring a high level of client service at TrinityPoint Wealth. She brings over 20 years of experience in operations and sales support, as well as a long family history of working in the financial services industry, following in the footsteps of her grandfather, mother and sister. Jana has been working with TrinityPoint Wealth’s CEO, Jim Betzig, since 2000 and has developed wonderful, long-standing relationships with many of the firm’s clients whom she has served for years.

To say that Jana is the firm’s go-to person for everything in operations is an understatement. She manages, coordinates and monitors operations for all the firm’s private clients. Jana also oversees staff workflow, assists in developing and implementing the firm’s policies and procedures, takes the lead in transitioning new advisors or firms onto the TrinityPoint Wealth platform and is responsible for maintaining custodial relationships within the firm.

Prior to this position, Jana was Senior Director of Private Client Services at Beirne Wealth Consulting for six years. Before that, she spent 14 years as Senior Registered Client Associate and Office Manager at Merrill Lynch. She attended Central Connecticut State University.