Janice Lubner

Janice is both the Office Manager and Director of Insurance Client Services at Richardson Financial Group. In her role as Office Manager, she is responsible for serving as the initial point of contact for clients, vendors, and guests of the firm. Janice is also responsible for maintaining and improving all operational aspects of the firm. In her role as Director of Insurance Client Services she is responsible for all aspects of obtaining new insurance policies and assuring proper maintenance of existing policies.

Janice coordinates the obtainment of new policies that includes generating quotes/proposals, obtaining medical records, scheduling medical exams, and obtaining preliminary underwriting pricing from various insurance carriers.She is the point of contact between the insurance company, medical examiners, medical facilities, and the client.

Janice also manages in-force policies to assure premiums are paid in a timely manner and policies are performing as anticipated. She coordinates policy service requests such as beneficiary or owner changes, policy loans, rate reductions and premium changes. She also coordinates periodic correspondence to clients regarding proper policy premium payments, policy performance and general policy maintenance.

Janice is also a member of the investment client service and investment operations teams. In those roles she assists with investment client service and various operations related activities.

Prior to joining Richardson, Janice spent over twenty-five years at FIS, a large technology service provider, serving in a variety of roles. In addition, Janice has many years of banking experience. Janice attended Southeast Missouri State University.

janice@richardson-financial.com

Hello! Let’s Get Acquainted

Our profession team is comprised of carefully chosen, dedicated professionals who come to us with notable education. We all have diverse backgrounds and experiences that come together to provide a seamless wealth management experience for the families we serve.

Among our professionals, you will find a highly qualified group of individals that possess the following licenses and certifications:

  • Chartered Financial Analyst
  • Chartered Financial Consultant and Certified Financial Planner™
  • Certified Public Accountant
  • Chartered Life Underwriter
  • Tax and Estate Planning Attorney
Meet The Team
Meet The Team
Meet The Team

As Wealth Management Advisors

We’re determined to have the best team behind our clients.