Janice Hennessy (CFP, CPA®)

Janice Hennessy focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

We offer a comprehensive approach to wealth management and will coordinate all asepcts of your financial life.  We employ a long-term, disciplined approach to wealth management that works.

Additional Information

Janice graduated with an accounting degree from the University of Illinois at Urbana-Champaign and completed the Program in Financial Planning at Northwestern University.  She began her professional career in 1985 with a national public accounting firm. In addition to the National Association of Personal Financial Advisors, she is a member of the Illinois CPA Society.  She and her husband, Jim, have resided in Gurnee for 14 years where they have enjoyed raising their three sons.  Janice joined ShankerValleau in 2014 and enjoys assisting clients achieve their financial goals.

NAPFA Start Date

November 18, 2014

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This Office

5215 Old Orchard Rd Ste 850 Skokie, IL 60077-1094 Phone: (847) 475-2900 Fax: (847) 972-1303