Janis Halteman
Chief Investment Strategist/Managing Director
Janis is the chief investment strategist and managing director at Stoneburner Wealth Management. She began her practice in 1999 and joined the Stoneburner Wealth Management team in 2008. She develops custom investment plans for clients and does portfolio analysis and allocation, implementation, and risk management planning. Janis also manages the staff and day-to-day operations of the office.
Janis and her husband, Mike, are both Miami University graduates. Janis has a BA in chemistry and graduated summa cum laude from Xavier University with a master's in health care finance. She is an Investment Adviser Representative and Registered Representative of Commonwealth Financial Network®. Mike manages the Basset Furniture store in Dublin.
In her spare time, Janis enjoys skiing, wakeboarding, gardening, and reading. She lives in Clintonville with her husband and their daughter.