Connect Your Money with Your Life

Meet Jane


As our Client Service Associate, Jane focuses on improving the client experience through client events and helps to support the needs in all aspects of the wealth management relationship.

Jane is a graduate of West Virginia University and has had a successful career of 25 years in the Pharmaceutical Industry in sales and marketing. Her transition into wealth management comes out of her desire to help people. She has exceptional interpersonal skills and always seeks to find ways to make experiences and relationships better.

Outside of the office, Jane enjoys spending time and traveling with her husband Rick and their two children. She is the biggest fan of her son, Diego, who attends Virginia Military Institute and plays lacrosse; and Jane is the biggest cheerleader for her daughter, Nina, who attends St. Mary’s Ryken High School and is a rising soccer star.

You will find Jane on the sidelines of many sports fields as one of her hobbies is sports photography.


Best piece of financial advice I received:

Do the company match and then some. ~Dad

Favorite Quote:

As a man thinketh, so is he. Proverbs 23:7

Favorite book:


What motivates me:

Being a reflection of my Mom.

My biggest accomplishment:

Being Mom to Diego & Nina.

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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.