JANET L. SMITH

SENIOR ADMINISTRATIVE SPECIALIST

Janet is a Senior Administrative Specialist with SSB. She provides administrative support and performs administrative duties, including processing client financial statements, business valuations and other client documents for final presentation. Janet oversees the maintenance and retention of electronic and physical client documents. 

News & Updates


6 min read

Leaving Your Job? How to Handle Company Stock in Your 401(k)

Conventional wisdom dictates that, when leaving a job, you should generally roll over the balance of your...

6 min read

Entity Structure Planning: How a Multi-Member LLC Balances Flexibility and Structure

As soon as a business has more than one owner, entity structure becomes more than a tax decision.

It becomes a...

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