Beth Mengert is a financial advisor at Private Client Services, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial, Inc. and SII Investments, Inc. Private Client Services is an SEC-registered, multi-team advisory firm that serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages about $1.05 billion across over 3,200 client accounts.

Jane Vande Voort is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and 20 years of industry experience. She previously worked at Sii Investments for seven years before joining Private Client Services in 2018. Outside of her advisory role, she is involved in youth volleyball as an assistant coach, referee, and private trainer for local teams. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, and various institutions. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing over $1 billion across more than 3,200 client accounts.

Shana Keil is a financial advisor at Private Client Services, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Private Client Services since 2018. Prior to that, she was with SII Investments, Inc. and Investment Centers of America. Private Client Services is an SEC-registered independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm offers financial planning, consulting, and portfolio management through a range of advisory platforms, emphasizing risk profiling and tailored strategy implementation.