Janine Breeden
Janine Breeden
New Business Coordinator
When you become a Note client, Janine will be one of the first people to greet you. She takes great care, and pride, in orchestrating your onboarding. This varies by client but can look like opening investment accounts, helping to process contributions and distributions, and other related client service items. She remains available to you throughout your relationship to process any changes that arise as your needs evolve. As an avid runner, she’s not afraid to chase you down if she needs anything.
Janine lives in Eden with her husband, Michael, and two boys, Jared and Joshua. She considers her previous tenure as a stay-at-home mom the best education and experience she has had, hands down. It serves her to this day as she helps care for her aging mother.
Latest News from Note:
If you don’t look at it, it won’t change
Some things will never change. Certainly seems to be true when it comes to talking about, or not talking about … money. Centuries have passed since the first use of money,… Continue Reading If you don’t look at it, it won’t change
Divorce – a self-fulfilling prophecy of misery or salvation?
Frustration builds as your bank account bleeds… It bankrupts your patience and any remaining good sense. You probably wonder, “What the hell am I paying for?” Divorce is hard. It’s… Continue Reading Divorce – a self-fulfilling prophecy of misery or salvation?
5 Myths of Tax Planning
They say all you need to survive is food, shelter, and love. I think they forgot tax planning. It doesn’t have the kind of marketing that love gets, but it’s… Continue Reading 5 Myths of Tax Planning
7 Myths about Wealth Coaching
Rebel. Rescuer. Magician. You probably have an instant picture of the word and what it means. The same could be true of “wealth coach.” Problem is, most people don’t know… Continue Reading 7 Myths about Wealth Coaching
Happiness Is Not a Reward
“Money is the key to happiness.” Do you believe that? Be honest. As I scroll through social media, watch videos, and listen to podcasts, very few are willing to admit… Continue Reading Happiness Is Not a Reward
Resources for Inspiration
Navigating the family business landscape can feel treacherous, complicated, and overwhelming at times. Luckily, you’re not alone. Tom, Erik, and Mike have compiled their favorite resources for individuals searching for… Continue Reading Resources for Inspiration