Janet is a Wealth Planning Associate who provides support for Wealth Planners and Senior Client Advisors.
Janet has a B.B.A. in Finance from Southern Methodist University and spent her early professional years at Goldman Sachs in investment banking working on corporate finance transactions. Janet’s interest in financial planning stems from personal circumstances which highlighted the complexity of managing one’s financial life and created a desire to help others in similar situations. Janet completed the Boston University CFP® educational program and is working on finishing the CFP® designation requirements. Prior to joining the firm, Janet was a Financial Planning Associate and Client Advisor at Sandy Cove Advisors in Hingham, MA.
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 is pursuing hiking all 48 of the 4,000-foot mountains in New Hampshire and makes amazing chocolate chip cookies.