Washington DC-Baltimore Area
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About

With over 25 years of experience in the retirement plan industry, I am a passionate and…

Articles by Jania

  • What Do You Want To Be Known For?

    About 10 years ago I was at an industry event and was seated next to a senior level executive of a large 401(k)…

    8 Comments
  • A Bad Situation Turned Good

    I am sitting on a train heading back to Maryland after being up in Connecticut at a client site for the day. A month…

    9 Comments
  • Your Legacy

    Last week I spent two days out at client sites doing one on one meetings with participants. It is the most favorite…

  • Great Things Happen When......

    www.htfpa.

    31 Comments
  • Thankful, #weknowourwhy

    As the week winds down with everyone getting ready for the Thanksgiving holiday, I reflect on the past year (and some…

    18 Comments
  • What a Great Year!

    We are approaching our 1 Year Anniversary as a team @ HighTower. I am excited to share that we are having a big…

    9 Comments
  • Congrats to Chad Wilson, CFA!

    We are happy to announce our partner, Chad Wilson, was recently named one of the top Financial Advisers in the 401(k)…

    19 Comments

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Experience & Education

  • Prime Capital Financial

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Licenses & Certifications

Publications

Projects

Honors & Awards

  • Top 100 Retirement Plan Adviser

    Plan Adviser Magazine

    https://www.planadviser.com/awards/2020-top-100-retirement-plan-advisers/

  • Retirement Plan Adviser of the Year 2016

    Plan Sponsor Magazine

    Honored to be awarded Plan Adviser of the Year. I have dedicated over 21 years to this industry and care about protecting my clients as a fiduciary and helping them develop and implement educational programs that deliver results for their employees. Link to my story found here:
    http://www.planadviser.com/Plan-Adviser/Surveys/2016/RPAY/2016-Retirement-Plan-Adviser-of-the-Year-Finalists/?cid=10737429419 https://www.planadviser.com/awards/2016-retirement-plan-adviser-year/?pid=31843

  • NAPA TOP WOMEN ADVISORS- ALL-STAR

    National Association of Plan Advisors

  • Smart CEO- Money Manager Impact Player of the Year

    Baltimore Smart CEO

  • National Financial Educator Award (In Plan Services)

    Transamerica

  • The Leadership Award

    National Association of Plan Advisors

Languages

  • Spanish

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