Janae O’Rourke
Janae O’Rourke
Financial Advisor
Janae has a knack for guiding clients in finding that sweet spot between enjoying life today and preparing wisely for tomorrow. It’s all about balance – and making the process feel less overwhelming and more empowering. She says, “My favorite part about my job is the relationships – I get to hear incredible stories, share in life’s milestones, and be a trusted part of each client’s journey. It’s an honor and a joy to walk alongside them as their plans take shape.”
Credentials
Bachelor of Science in Business Administration – Central Michigan University, Mount Pleasant, MI
CERTIFIED FINANCIAL PLANNER®
Chartered Financial Consultant®
Community
Member, Steering Committee
Member, Steering Committee
Janae’s Words to Live By
When you were born, you cried, and the world rejoiced. Live your life so that when you die, the world cries and you rejoice.
Personal Pursuits
Janae enjoys traveling the world with family, spending sunny summer days boating on Lake Charlevoix, getting lost in a good book, enjoying delicious food, and catching up with friends at Midland’s local happenings.
Get Janae’s Help
As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Advisors Midland work for you call 800-888-7968 or email jorourke@sym.com.
