Jana Hovey
MBA, CFP®
Wealth Advisor
Education
- BS in Advertising from The University of Texas at Austin
- MBA, Concordia University Texas
- CERTIFIED FINANCIAL PLANNER® professional
- Series 65 securities license
Expertise
Jana has been a valued member of Richard P. Slaughter Associates since 2001, bringing more than twenty years of dedication and experience to the firm. She began her career in regulatory compliance and securities trading, building expertise in analytical and technical areas foundational to her transition into financial planning and advising.
Since 2016, Jana has partnered directly with clients to implement and refine financial planning strategies, working closely with the planning team to deliver tailored solutions for individuals and families that align with each client’s personal definition of financial success. Her commitment to accuracy and attention to detail consistently ensures efficient and effective outcomes for clients.
Jana’s approachable style and thorough understanding of complex financial issues make her a trusted resource for clients navigating significant life decisions. Drawing on her diverse experiences across different areas of the financial services industry, she provides practical advice that supports the firm’s approach to True Wealth Management, grounded in the robust knowledge gained throughout her extensive career.
Things to know about Jana
What’s the biggest misconception people have about wealth management?
“The biggest misconception is that wealth management is just about picking investments. While having a solid investment strategy is important, True Wealth Management is so much more than that. It’s about looking at your entire financial life and making sure all the pieces work together: your investments, taxes, insurance, and major financial decisions. The goal is creating an approach that evolves with you and keeps you moving toward what matters most to you at every stage of life.”
What hobbies do I enjoy?
“Taking off-the-beaten-path road trips to explore new destinations and discover hidden gems, creating French farmhouse dishes while delving into their regional lore and traditional techniques, and getting lost for hours in the pages of a good book.”
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.