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Jane brings more than a decade of experience working in the investment and financial services industry to her practice. She has been a Certified Financial Planner™ practitioner since 2014 and is an active member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Prior to joining FBB Capital Partners, Jane worked in commercial real estate finance and banking.
Jane enjoys working with individuals preparing for retirement, families with unique or complex estate planning needs, and those in need of assistance navigating through a financial transition such as marriage, divorce, death, inheritance, or relocation. She enjoys incorporating client education into her planning process.
Jane is a graduate of St. Mary's College of Maryland where she studied French and sailed on the varsity sailing team. During her time at St. Mary's, Jane led her team to a national championship victory and was named an All-American. Jane also holds a master's degree from New York University, where she studied community development and real estate finance.
A lifelong sailor and native of the Chesapeake Bay, Jane brings a passion for the water and her community. She and her husband GK live in Oxford, MD with their growing family.