Most of us have goals… buy the house, get that job, lose ten pounds, get promoted, spend more time with family, etc. etc. How many of us actually write those goals down and achieve them? Are we setting ourselves up for success or failure? Each and every person needs clear goals—personal goals, professional goals, and financial goals. Jana will show us how to define your goals and make sure you put yourself first to live a fully integrated and successful life, personally, professionally, and financially!
Jana Gregorek is the Director of New Business Development for Visionary Wealth Advisors. In her role, she is a key member of the Executive Team, responsible for the growth of the company, which has grown to 7 locations in 4 states since opening in 2014. Prior to joining Visionary, Jana spent 12 years at Edward Jones, where she created and led company-wide programs, managed relationships with industry leading insurance companies, introduced change management principles, trained advisors and managed senior level teams. She has a passion for leading and mentoring others and enjoys building relationships.
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