Janet is a Wealth Planner at the firm. She works with a diverse range of clients—from individuals to multi-generational families. Janet is an active member of the firm’s Philanthropy Knowledge Management team and enjoys guiding clients in evaluating their charitable efforts as part of their broader financial planning.
Prior to joining the firm, Janet was a Financial Planning Associate and Client Advisor at Sandy Cove Advisors in Hingham, MA. Janet has a B.B.A. in Finance from Southern Methodist University and spent her early professional years at Goldman Sachs in investment banking. Janet transitioned to financial planning following personal circumstances which highlighted the complexity of managing one’s financial life and instilled a desire to help others in similar situations. She is a CERTIFIED FINANCIAL PLANNER® practitioner.
Janet has three adult children and lives in the Boston area. In her free time, she can be found running with her dog Mookie, swimming, cheering for the Red Sox, and reading. She recently completed hiking all 48 of New Hampshire’s 4,000-foot peaks and is now working toward finishing the full New England list of 67, which extends into Vermont and Maine.