Janice Kelso has been with Life&Wealth® Advisors since June 2005, currently serving as the Director of Client Operations. She’s dedicated to ensuring that every client receives outstanding support and that operations run smoothly behind the scenes. Her focus is on creating a seamless experience for clients, from day-to-day interactions to long-term strategic planning.

Janice brings over 20 years of experience to her role, having worked in various leadership positions across different industries. Prior to joining Life&Wealth® Advisors, she managed a small technology firm and worked in leadership at a Fortune 500 insurance company, led several business units, managed telecom services, and oversaw project management, office design and build-out projects.

Her ability to balance operational efficiency with a personal touch has been key to strengthening client relationships and supporting the firm’s growth. Whether she’s solving a complex problem or ensuring clients are happy with our services, Janice’s goal is always the same: to make sure our clients feel heard, valued, and supported at every step.

When she’s not at work, Janice enjoys family, the outdoors, travel, and hiking daily with her dogs.