Jan Wise, CFP®, ChFC®, MBA
Jan began her career in banking in 1987 and started her own financial planning firm in 1994 as an independent financial advisor. Securities registered and insurance licensed in Connecticut, New York, and multiple other states, Jan holds the Chartered Financial Consultant® designation and the CERTIFIED FINANCIAL PLANNER™ certification.
Jan offers financial planning incorporating a systematic and holistic approach. She specializes in providing life planning, portfolio management, insurance, and tax strategies to her clients. As a registered representative and investment adviser representative of Commonwealth Financial Network®, member FINRA/SIPC and a Registered Investment Adviser, she is a truly independent advisor who offers unique guidance in assisting others in achieving their life goals.
Born in New Mexico, Jan settled in Connecticut and completed her BS at Bryant College in 1985. She obtained her MBA from the University of New Haven in 1992. During her years as an advisor, she has received multiple achievement awards and served as a national training consultant to American Express Financial Advisors.
In 2004, Jan merged her practice with Jane to form Best Wise Associates. They now provide quality financial guidance throughout the country.
Jan believes in giving back to the community, and she has been a leading fund-raiser for the March of Dimes, the American Lung Association, and Rotary International.
In addition to her community work, Jan also focuses her charitable efforts on animal rescue. She started and manages a charity, Last Chance Farm Sanctuary in Tennessee, that provides rescue services for dogs and horses. Most dogs are rescued from high-kill shelters and horses from slaughter auctions. These animals are then provided a permanent home on the sanctuary property or placed in new homes based on their unique circumstances.
Jan and her husband, Jeff, have three children. When not working with animals, they enjoy football, wrestling, scuba diving, skiing, and riding motorcycles.
Jan works closely with approximately 250 families to help ensure that they too can live their dream and focus on their passions in life. Best Wise Associates provides comprehensive and holistic wealth advisory services to their clients.
Katie joined Best Wise Associates in 2014. As our senior planning associate, she is responsible for managing our Connecticut office and staff. Her mission is to provide our clients with the highest level of customer service possible. She has a diverse background with 10 years of office experience.
Katie has an excellent working knowledge of client account processes, trading, and facilitating the set-up and maintenance of client accounts. She handles all scheduling and correspondence while working with Jan directly on a quarterly basis to ensure all of our clients' accounts are reviewed and their goals are updated as necessary.
Katie grew up in Connecticut and has a college degree from Naugatuck Valley. She enjoys her summers outdoors, running, and spending time with family and friends at the beach.
Alicia Lonergan, FPQP™
Alicia joined Best Wise Associates in 2015 and quickly oriented herself with Best Wise Associates practices and Commonwealth procedures. She has a BS with a minor in sociology and ethics. Alicia recently completed and received her Financial Paraplanner Qualified Professional registration with The College of Financial Planning.
Since joining BWA she has been responsible for communicating the quarterly update e-mails and reviews for our clients and has been the go-to person for incoming client inquiries and operations. Alicia spearheaded the Department of Labor project to ensure that all of our clients had up-to-date accounts, information, and were able to continue our fiduciary relationships. She brings years of experience to the office and has a great rapport with all our clients.
Alicia lived in Holland for six years and Curacao for four years. She is fluent in Dutch from her time spent overseas. She has a young teenage boy whom she adores, as well as a huge English bull mastiff named Finnegan. Together, they enjoy all water sports and playing on the beach.