Jana Sikorsky-Sitz

At Capital Planning

Jana joined Capital Planning in 2024 with 4 years of experience in Client Service and Operations in the financial industry and several additional years of client facing support and service in other industries. She brings a friendly smile to the client service department, in-depth knowledge working with custodians, client account paperwork, and move money needs. Jana's attention to detail and problem solving skills provide quick response time for client inquiries and support to the advisors and team associates she works with.

Practice Focus

• Complex Custodian Research
• New Account Processing
• Distributions & Contributions
• DocuSign Form Processing
• Service Monitoring

Previous Roles & Adventures

Client Service Associate / Operations – Boise, ID
Patient Business Associate II - Redwood City, CA
Flight Attendant - San Francisco, CA
Revenue Cycle Specialist - Portland OR

Education & Designations

• BA in Business Administration - Warner Pacific University

When Not at Work

Jana enjoys staying active and being outdoors if weather permits. She likes to spend her winters skiing and summers hiking with her labradoodle, Cliff. Jana also believes in giving back to her community and volunteers for various events whenever she can.