In 2020, Jane founded Financial Planners Inc., comprised of LWAG and associates, including Erica Lewis, Practice Coordinator; Mike Gardner, Client Relations Specialist and Registered Administrative Assistant of Cetera Wealth Services, LLC.; Nichol Kraft, Administrative Assistant; Laura Buu, Registered Practice Coordinator and Registered Administrative Assistant; Adam Amys, Financial Advisor; and Temi Spitt, Financial Advisor.
Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Wealth Services LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Wealth Services LLC.
2026 Advisors to Watch issued by AdvisorHub. Methodology, advisors are ranked on a 100-pt scale in three categories. SCALE: relative size of assets, production and quality of service; GROWTH: relative year-over-year change in assets, clients and production; PROFESSIONALISM: regulatory record, community involvement, mentorship and team makeup. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
The Forbes ranking of Top Women Wealth Advisors Best-in-State, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of women wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, asset under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
The Forbes ranking of Best-in-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of women wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, asset under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
2020 50 over 50 issued by AARP Minnesota and Pollen Midwest. Recognizes professionals over the age of 50 in the Minnesota community. Honorees are selected through an independent editorial review process determined by the issuer. The award is not based on investment performance or the quality of investment advice provided to clients. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
2025 Advisor of the Year – Regional finalist issued by InvestmentNews. The call for nominations is open to all wealth management professionals and organizations – including financial advisors, advisory brokerages, BDMs, fund providers and service providers – from across USA. The InvestmentNews Awards team will conduct research and draw on knowledge and information gained through InvestmentNews to support and supplement nominations received. Once all nominations are considered and research is complete, excellence awardees will be selected in each category (except the Lifetime Achievement category). submissions from our excellence awardees are forwarded to the independent judging panel comprising industry leaders and senior representatives. The panel will assess and vote for their winners in each category according to the relevant category criteria. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
