Janet Robertson Leon has been serving financial services clients in major national brokerage firms for more than 40 years in the capacity of executive secretary, office manager, registered associate and senior client specialist.
Today she assists clients with many aspects of account management including dividend reinvestment, cost-basis analysis and monies distribution. Janet also has a depth of knowledge she shares with clients about long-term care.
Janet’s people, administrative and financial service skills, along with her senior care knowledge perfectly complement Jason’s investment and risk management expertise.
Janet lives an active life enjoying Tucson’s deserts and mountains and colorful local events. She also is devoted to the cause of nursing home reform and has been an advocate since the early 1990s. Janet is married to the love of her life, Raul.