Jane has been helping clients manage their wealth since 1980. Jane's vast knowledge and experience is extremely valuable to her clients, whether they are individuals or businesses trying to plan for the future. She helps them develop an appropriate strategy that is designed for their individual needs and goals.
Born and raised in Fresno, Jane earned a Bachelor of Science Degree in Business Administration with an emphasis in Finance at California State University, Fresno. She decided to further her knowledge in Finance so in 1986 earned her CFP, Certified Financial Planning Certification through USC.
Jane has always had a passion for giving back to the community. She currently & has served on several boards, such as Sierra Foundation, Central California Adapted Sports, Huntington Lake Volunteer Fire Department and Fresno Christian Schools.
When she is not in the office you will find her outdoors especially with her Husband George, children Haley and Grayson. She enjoys skiing, boating, sailing, hiking, traveling and spending time with family and friends.
CA Insurance License # 0A54401