Janet is passionate about designing strategies to help clients achieve their financial goals, live successfully in retirement, financially survive a premature death or catastrophic illness, and allow their estate to pass efficiently and according to their specifications. That passion drives every decision she makes. With careful planning, sound techniques, understanding and empathy, Janet helps her clients answer the question "Am I going to make it?"
Janet's commitment to helping others is not limited to the clients she serves. Janet is a Notary Public*, teaches religious education and is involved in her local parish, Collaborative of St. Mary, Wrentham. She also supports many other local charities with a focus on youth sports. As a former foster parent, her family has welcomed into their home some of the community's neediest children.
A 1984 graduate of Trinity College in Washington, D.C., Janet holds a Bachelor of Arts degree in Economics and Business Administration with a minor in Philosophy. Her commitment to education continued while successfully earning Series 7, 63, 24 and 65 licenses and is entering her 38th year in the financial services industry.
Originally from Walpole, Janet now resides with her family in Wrentham, MA. Her interests outside of finance include reading, skiing, biking, cooking and history. She especially enjoys time together with her husband, Dave and their son, Jackson, at their home on Lake Pearl.
*Notary Services are not provided by Raymond James.
Raymond James is not affiliated with and does not endorse the entities mentioned above.