Financial Services Assistant
Why Financial Services and Accounting?
Liberty Schroen joined Janney & Associates in December 2020 as a Financial Assistant on the wealth management side of the firm. I found power in financial planning and investment knowledge when after a divorce, I needed to return to the workforce, after many years as a stay-at-home mom. I bring my “get it done” attitude to the firm, and some of my favorite things to do are to organize, make spreadsheets, write to-do lists, and finish projects.
What experience do you have?
I have ten years’ experience in the tax industry working for a CPA as a financial assistant in the Chicago suburbs. I have my life and health insurance license, as well as my Series 6 securities license. I’m excited to bring my knowledge and experience to Janney & Associates. In addition, I have extensive experience preparing individual income tax returns.
I enjoy social media and website design and have a side business as a professional photographer. I love working with families and capturing weddings on the weekends. Another area where my “get it done” attitude comes in handy.
Tell us about “Young Liberty” and what you are up to now.
I am a native of Chicago, Illinois and now work for Janney & Associates, CPAs, remotely, from my home in Michigan. Isn’t technology cool? Sometimes 😊 I do travel to Tennessee as often as she can to meet with clients and our team.
I was thrilled to remarry last year. My awesome husband, Jeff is a member of the Michigan National Guard. We love to travel together as whenever we can. We have six children and two grandchildren and my favorite title so far, is “Meemaw”.
I also enjoy spending time with her friends and family and volunteering at church. You might even occasionally catch me running a couple miles.