Janet C. Steinke, CFP®

Janet Steinke CFP® joined Waverly Advisors in November of 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. As a Wealth Advisor at Waverly, Janet brings 30+ years of experience in Investment Management, Retirement Planning, Estate Review, Medicare and Social Security, Generational Wealth Planning, and Charitable & Family Gifting. Janet finds great fulfillment in assisting her clients with developing their financial and estate planning goals and working alongside them to achieve their objectives.

Janet cherishes the moments spent with her four children. She particularly enjoys spending time on the trails of national, state and local parks. Janet also loves kayaking, reading, and cooking. Her goal is to learn something new every day.

Education

Purdue University, B.S.

College for Financial Planning, Certified Financial Planner designee

Professional Affiliations

• Financial Planning Association of Southwestern Ohio

Community Involvement

• Rotary Club of Lebanon, Ohio – Current Board Member
• Optimist Club of Lebanon Ohio Member
• Big Brothers/Big Sisters of Warren & Clinton Counties – former board member

Ask Me About:

• Retirement Planning
• Tax Planning
• My favorite trail at Caesar’s Creek Preserve