Attentive and caring, Jane truly enjoys helping clients with their needs, requests and concerns. Her goal is knowing they feel comfortable with the financial matters in their life and trust the guidance our team provides. Her ongoing commitment to excellence in account servicing shines through in all her client interactions.

Jane has more than 40 years of experience in the financial service industry.  Her career started in operations opening up Brokerage New Accounts. She became fully registered in 1985 and gained knowledge of markets and their trends working as an Over the Counter Stock and Municipal Bond Trader.  She has worked as a Registered Client Associate for the past 32 years with Wells Fargo Advisors. Her background in the industry has made her highly knowledgeable not only with investments, but also retirement, insurance, and estate planning issues. She dedicates herself to our firm’s continuing industry education.

Jane was born in Oklahoma City, mostly growing up in Dallas, Texas. She moved to North Carolina in 1987 and calls NC her true home. She is involved with senior dog rescuing; being totally devoted to her two beloved Cavalier King Charles Spaniels. In her free time, she loves Thrift Store shopping and all things sports watching! She also enjoys viewing her on line Redemption Church, never missing a Sunday.