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
- 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 aspects 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 helping clients achieve their financial goals.
NAPFA Start Date
November 18, 2014
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