Founder of Wealth Management Solutions, LLC
For Jan Packard, the difference was caring. Jan truly cared about people, and her desire to help them achieve their goals was what drove her to create Wealth Management Solutions, LLC.
At the end of 2009, Jan left PNC Investments to embark an a great new adventure which promised her the ability to create the very best solutions for people to help manage their wealth. She teamed up with cfd Investments, Inc. and Creative Financial Designs, and Wealth Management Solutions, LLC was born. Her desire to educate and serve was lived out in the advice and investment products she provided her clients.
After serving the industry for over 35 years, Jan retired in 2017 leaving her dear friend and sister in Christ, Lisa Raderstorf, to serve as Financial Advisor and owner of Wealth Management Solutions, LLC.
Jan is now enjoying her retirement alongside her husband, Dave, pursuing her hobbies and spending much deserved time with her family, friends, and church.