Janna serves as the Trading Specialist at Treasure Valley Financial Planning, where she is responsible for the precise execution and ongoing management of client portfolios. Her role sits at the center of the firm’s investment process, overseeing trade implementation, monitoring model updates, and ensuring timely alignment with strategic shifts, including defensive positioning and third-party research guidance. Her attention to detail and disciplined execution are essential to translating investment strategy into real-world outcomes for clients. Janna brings nearly a decade of experience in the accounting and auditing industry, where she developed a strong foundation in accuracy, process integrity, and analytical rigor. She earned her accounting degree through the College of Western Idaho and Northwest Nazarene University, and her professional experience has equipped her with the critical eye and structured approach required to manage complex financial data with confidence and precision. Janna approaches her work with a deep sense of responsibility, recognizing that each task, no matter how small, plays a meaningful role in the broader success of client financial plans. She is committed to delivering a high standard of service and reliability, ensuring that every portfolio is managed with care, consistency, and attention to detail. Born and raised in Meridian, Janna remains closely connected to the community she calls home. She and her husband, whom she met at Boise State University, have been married since 2003 and are raising their two children alongside their two dogs. As a family, they enjoy spending time outdoors, especially hiking, camping, and traveling to the ocean whenever they can. Janna also spent time in Germany as a high school exchange student, an experience that sparked her appreciation for travel and new perspectives.
