Jane brings more than a decade of experience working in financial services to her practice. Her financial planning advice has been featured in various radio and news outlets including Marketplace, CNBC, The Street, Market Watch, USA Today, and U.S. News & World Report. Jane is a Certified Financial Planner® practitioner and is a member of the National Association of Personal Financial Advisors.
Jane believes that client education and compassion are vital to the financial planning process. Whether she’s working with a client to plan for retirement or navigate a major milestone such as marriage, divorce, or loss of a loved one, she enjoys educating and empowering her clients. Jane also enjoys working with families with unique or complex estate planning needs.
Prior to joining FBB Capital Partners, Jane held various roles in commercial real estate finance, banking, and brokerage industries. Jane is a graduate of St. Mary’s College of Maryland and holds a master’s degree from New York University where she studied community development and real estate finance. As an undergraduate, Jane was an All-American sailor, helping her team to several national titles. Jane and her husband GK live in Oxford, Maryland with their two children.