Marketing & Advisor Services
Wendy brings more than two decades of experience in marketing and business growth to JHG Financial Advisors. As a seasoned professional she has worked with national financial services companies like AAA, Aetna, AMEX, Discover Card and GM MasterCard with nearly 20 years as a marketing consultant through her firm, Custom Marketing Solutions, Inc.
Director, Client Services
Bert has over 15 years of Public Relations experience which lends to his very detail oriented and client friendly personality making him a great fit for JHG Financial. Bert joined JHG Financial in 2013 and ensures that clients receive top level service from coordinating planning and review meetings for clients with Jud Gee and managing the client relationships to making sure all client needs and requests are met. Bert also is responsible for the firm’s social media platforms and public relations. JHG Financial is frequently featured on WBTV financial news clips, the Charlotte Business Journal and in the Charlotte Observer.
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Advisory services offered through Chalice Wealth Advisors (CWA) an SEC registered investment adviser. Securities services offered through Chalice Capital Partners. LLC (CCP) member FINRA/SIPC. CWA and CCP are affiliated entities.
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