No stranger to the service industry, Jane has many years of experience providing members, customers and clients with the friendly, efficient and timely attention they expect and deserve.
Jane joined Cornerstone Financial Partners, LLC as Client Services Manager in February of 2017. Working in athletic and recreational club management for 23 years, Jane always put a strong emphasis on member satisfaction and service. She has worked in a variety of different club formats including a multi-recreational club, a hotel fitness club, an indoor tennis facility and a municipal golf course.
A career change in 2012 brought her to an estate planning office in Beverly where she quickly put her transferrable skills to work, while servicing up to 75 client relationships as a client services manager and maintaining operations of the office.
Jane supports the firm's Financial Advisors in the delivery of needs-based financial strategies for their investment management and financial planning clients. She provides exemplary client services through ongoing communications, document processing, the resolution of issues and ongoing support. She also maintains and administers the daily office operations and assists in the marketing efforts and sales processes.
A Massachusetts native, Jane resides in Boxford, Massachusetts with her husband Tom. The two of them enjoy gardening, biking, hiking, cross-country skiing, boating, golfing and vacationing on Cape Cod. They hope to one day sail the New England coast on the Nomad, their 1906 Friendship Sloop, currently being rebuilt by Tom.
“Quality is never an accident. It is always the result of an intelligent effort.” - John Ruskin