Director of Client Services
P: (920) 563-9226
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.
Getting to Know Jane
Jane’s family is her greatest passion. She enjoys live music concerts/festivals and Harley Davidson motorcycles.
Her favorite food: pizza.
Her favorite movie: Dead Pool.
Jane’s bucket list item: visit Washington DC. This is finally coming true this summer.