Jan DeProspero

Founder, Owner

Jan believes in the value of building relationships, cultivating strong partnerships, and making a real difference in the lives of our advisors. She is consistently searching out new ways and tools to assist clients in running a more streamlined, efficient, well-organized practice. Jan focuses on the details to help advisors achieve the best possible experience for their end-clients.

After growing up in Cocoa Beach, Florida and surfing as a kid, Jan has developed a passion for stand up paddle boarding as an adult. She can be found walking on the beach or in the Florida Keys enjoying the vast marine life from the view of her board. From her experience being widowed young and then successfully raising four boys, Jan knows the value of work/life balance. When not playing in the waves, Jan can be found doing yoga, meditating, or spending time with her now grown sons and fur babies.