Janette Schwendeman, MBA, CFP®
Managing Partner, Wealth Advisor, CFP®
As a Wealth Advisor of Graystone Partners Wealth Management, Janette brings over a decade of financial industry experience. She partners with Jerry Gray to develop the strategic direction of the company, manage investments, oversee operational integrity and ensures the firm is delivering world class service to their clients. Following a fiduciary standard, Janette and the firm put the client first, act with the highest integrity and strive daily to be a partner with their clients to pursue their financial goals. Helping clients to work towards their lifelong dreams and financial goals is what drives Janette every day. Her goal is to deliver genuine, straightforward and valued advice and partner with her clients for a lifetime.
Janette earned a Master’s Degree in Business Administration from California State University of Fullerton and a Bachelor’s degree in Business Marketing from University of Nevada, Reno. She holds her Series 7 through LPL Financial and 66 and various insurance licenses. She continues to stay dedicated to educating herself for the benefit of the firm and to the clients who put their trust and confidence in Graystone Partners. In February 2020 she completed her education and received CERTIFIED FINANCIAL PLANNER ™ CERTIFICATION. Janette began her financial career in 2004 with Wells Fargo Bank where she gained more than ten years of leadership experience, relationship management and oversaw operations. She is an active member of the community serving on the Phoenix Zoo Advisory committee and as a financial advocate and educator to many women’s groups in the East Valley.
Janette and her husband, have two children and live in Gilbert, Arizona. In their pre-child life, you would find Janette and her husband traveling, road biking, backpacking and studying. Now they enjoy watching their children grow and taking on various weekend family activities.