Janet Zorko

Chief Compliance Officer

Janet has extensive experience with the Fidelity Wealthscape™ platform, creating and maintaining client accounts, asset transfers and automating deposits/withdrawals. She also serves as IWM’s Chief Compliance Officer.

Janet passed the NASAA Series 65 Investment Advisor Law Examination administered by FINRA in 2004.

Janet has long been involved in the community in leadership roles for the L.I.F.E. Food Pantry, St. Columban Catholic Church and Pregnancy Center Plus. She also has significant firsthand experience caring for aging parents. Prior to starting her family, Janet received her B.A. in marketing from Xavier University and worked in the personnel recruiting industry as an Account Manager. In addition to the business that she operates with Steve, she enjoys spending time with family, walks with the dogs and Jazzercize classes.

Phone (513) 289-6946