Meet Jane


As the first point of contact, Jane aims to put the clients at ease. She coordinates the schedules for all of our advisors. She facilitates the establishment of accounts and assists with ongoing account maintenance. She gets to know the clients quite well.

Jane graduated from high school and completed some business courses at the University of Wisconsin – Whitewater. Jane is a Series 7 and 63 registered sales assistant. Jane’s been with the firm for over 32 years.


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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.