Background and Education
Janice is a registered investment advisor representative, a registered certified public accountant and a CERTIFIED FINANCIAL PLANNERTM.
She began her professional career in 1985 with a national public accounting firm.
She graduated with an accounting degree from the University of Illinois at Champaign-Urbana, and completed the Program in Financial Planning at Northwestern University. She joined ShankerValleau in 2014.
Janice is a member of the Illinois CPA Society and an associate member of NAPFA, the National Association of Personal Financial Advisors. The mission of NAPFA’s members is to provide comprehensive client-centered advice to individuals and families. NAPFA’s continuing education requirements exceed those of any other association of financial advisors and all members must sign a Fiduciary Oath that they explicitly promise “to place the clients’ interests first.”
Janice and her husband, Jim, have lived in Gurnee for 20 years where they have enjoyed raising their three sons.