About Jane
Jane’s vision for her practice is to provide her clients with a trustworthy and knowledgeable resource, an exceptional client experience, and a sound long-term strategy to help reach their financial goals through all-encompassing financial plans.
Her expertise in comprehensive fee-based financial planning, education funding, estate planning, investments, retirement strategies, and wealth management allows Jane to offer access to a variety of investment and insurance products to implement customized financial plans for her clients.
Above all, dedicated to bettering her clients’ lives and supporting them in achieving long term, Jane concentrates her efforts on working with like-minded clients in a wide variety of professions—including doctors, attorneys, dentists, business owners, veterinarians, and more. Jane provides her clients with an all-encompassing, long-term approach to reaching their financial goals.
Qualifications
In addition to being a Certified Financial Planner professional, Jane has chosen to further her knowledge by obtaining the Certified Divorce Financial Analyst (CDFA) designation. On a national scale, Jane speaks to financial advisors at four nationally recognized financial planning firms yearly.
More about Jane
Jane graduated with honors from the University of St. Thomas with a degree in finance. The following are boards and charitable organizations that Jane founded and/or serves on:
- Finance and Invest Committees for Academy of Holy Angels
- Board of Trustees for the Academy of Holy Angels
- Finance Council for St. John the Baptist Church
- Women Inspiring & Supporting Excellence (WISE), a group of female financial advisors who mentor, educate, career plan, and network (2004 to Present)
- Founder and Chair of the Christmas Giving Tree Program, St. John’s parish in Savage, MN
- Founder and Chair of the Apple Giving Tree, St. John’s parish in Savage, MN
- Founder and Chair of Towels from Teens, St. John’s parish in Savage, MN and the Academy of Holy Angels, Richfield, MN
- Women's Foundation of Minnesota (WFM)
In her spare time, she enjoys fishing, gardening, scuba diving, and waterskiing and gets even more enjoyment from doing these activities with her husband, five children, and two dogs.
Services
- Asset protection
- Comprehensive financial planning
- Education funding strategies
- Investments
- Life insurance
- Retirement strategies
- Wealth accumulation
- Wealth management
Team
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 Reinke, Registered Practice Coordinator and Registered Administrative Assistant; Adam Amys, Financial Advisor; and Temi Carda, 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.