2 months ago
Mission or Values: Which Comes First?
To chart a course, it helps to have a compass....
Principal,
Financial Advisor
Jane joined CAPTRUST in 2022 from TrustCore Financial Services where she built her more than 25-year career and established herself in the industry by successfully serving the financial planning needs of individuals, multi-generational families, and entrepreneurs. Jane starts each day by following business-news, politics, and economics plus national and global affairs, remaining on top of events that can impact her clients’ goals and investments. She holds a Bachelor of Arts degree from the University of Waterloo, combined with management accounting training and the CERTIFIED FINANCIAL PLANNER ™ designation. Jane is a wife, mentor, and mother of three career-focused children. Outside of the office, you’ll find Jane spending time with her family, in the outdoors, hiking, and enjoying boating.
2 months ago
To chart a course, it helps to have a compass....
3 months ago
If properly managed, Institutional Asset Pools (IAPs), like cash reserves...
7 months ago
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
8 months ago
The Employee Retirement Income Security Act (ERISA) establishes fiduciary responsibilities...