Janelle Luense, CFP®, AAMS®, IACCP®

 

Partner of Operations & Compliance

Janelle is a Partner of Compliance and Operations with SilverOak Wealth Management, with over 22 years in the financial services industry. She joined the SilverOak team in 2004. She is involved in all areas of compliance as well as overseeing the operations for the firm.

 

Prior to SilverOak, she worked as a supervisor for a brokerage firm working directly with independent investment advisors. She obtained her Bachelor of Science in Biology from Arizona State University, and currently holds the Certified Financial Planner designation and the Investment Adviser Certified Compliance Professional designation.

Education

  • Arizona State University - B.S. Biology

  • Accredited Asset Management Specialist (AAMS®)

  • Certified Financial Planner (CFP®)

  • Investment Adviser Certified Compliance Professional (IACCP®)

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