Janet Bedford serves as Client Services Manager, where her primary responsibilities include opening accounts, scheduling reviews, organizing client gifts, and coordinating client events. With extensive experience in the financial industry, Janet brings both expertise and enthusiasm to her role in fostering exceptional client relationships.
A graduate of Oklahoma State University, Janet earned her Bachelor's degree in Business Management and Marketing. Her educational foundation has served her well throughout her career, which has included positions with LPL Financial and Wells Fargo Advisors, as well as serving as an account executive for Premier Consulting Partners, where she handled employee benefits as a producer.
Janet's entry into the financial services industry was driven by her natural aptitude for handling financial matters and her genuine love for helping clients. What keeps her motivated is helping the team grow while simultaneously helping clients through thoughtful gestures such as gift-giving and memorable events. The aspects of her job she enjoys most include assisting clients directly, organizing events, sending birthday cards and gifts, and scheduling review meetings.
Janet's approach to client service centers on providing great service with a smile. She finds particular interest in learning about clients' professions and personal stories, appreciating the unique backgrounds and experiences each individual brings to their relationship with the firm. Originally from California, Janet moved to a dairy farm in Fairland, Oklahoma, at a young age and has lived in the state for most of her life. The experience of working on the farm instilled a strong work ethic, though she acknowledges that deep down, she remains a beach girl at heart.
Janet currently resides at Grand Lake, Oklahoma, where she enjoys the water and benefits from living in a close-knit community surrounded by tight-knit friendships. Her hobbies include traveling, working out, and planting flowers in her small garden. When not in the office, she can typically be found enjoying lake life with her family, embracing the outdoor lifestyle that Grand Lake has to offer.