Janna Climer

Client Service Associate

Janna has a Bachelor’s in Applied Management from Brigham Young Univeristy-Idaho as well as an MBA in Finance from Louisiana Tech University. Janna holds an SIE, Series 7, and is on track to get her CFP by 2026.

Janna has always had an interest in managing finances and is good with numbers, logic, and patterns.

Janna is a people person and enjoys getting to know their personal stories.

She finds great value from working in an entrepreneurial space and learning from those around her. She is looking forward to creating her own connections and relationships with our clients.

Janna enjoys music, playing games, exploring, reading, and also speaks French.


“We need things in life that are exciting and inspiring. It can’t just be about solving some awful problem. There have to be reasons to get up in the morning.”

— Elon Musk