Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Jane brings passion and commitment to all that she does and is. She desires to build strong relationships with people she works with and meets. She is a servant leader as she empowers others to believe in themselves to be the best they can be.
She is active in the community in the areas of business, education, economic development, job development, and networking.
Jane has achieved the following certifications:
• Certified Family Business Specialist
• Certified Long-Term Care Specialist
Her active involvements include the following:
• Board Member – Treasurer of the Employer Advisory Council of the EDD
• Board Member – Committee Lead for the Business Education Speakers Series of the San Ramon Chamber of Commerce
• Board Member – Treasurer of the Dougherty Valley/San Ramon Rotary
• Team Leader – JobConnections Job Network Organization Orientation Team
• Alumni of KPMG LLP – Top U.S. Audit, Tax and Advisory Services Firm
• Alumni of IBM – Leading High-tech Firm in the world
• Alumni of UCSB – Bachelor of Science, Computer Science
• Servant Leader at various churches and non-profit organizations
Area(s) of Focus
- Insurance Strategies
- Investment Strategies