A Personal Message from Our Founder

When I first embarked on this career in Financial Advising, I never realized just how impactful our work could be in a client’s life. Back then, I was working in the Trust Department of a local bank. Most of our clients were “well-to-do” and financially secure. I was not. Life had thrown me a few curveballs, and I was now a single, self-supporting parent of a little girl. I knew right then that I needed to do whatever it took to provide a secure future for myself and my daughter – much like the clients with whom I was working. So I enrolled in a Certified Financial Planning course, which set the wheels in motion. It was through that course that I found my passion.

During my time in Trust banking, I was able to experience first-hand what it meant to invest conservatively, retire comfortably, and deal proactively with aging and health concerns. The thing that impacted me the most was what happened when someone lost his or her lifelong spouse. It became my mission to focus on those who needed a trustworthy, compassionate person to help navigate the way through those challenging life events.

In 1999, I started my own practice grounded on these very same values and principles. I wanted to preside over a firm that specialized in expert professional service delivered with a personal connection. This goal became the foundation of who we are today.

The responsibility that comes with investing a client’s life savings or inheritance is not lost on me. It is especially rewarding to help someone achieve his or her goals and enjoy a worry-free retirement. Helping a client through the tough times is perhaps my proudest and greatest achievement. I know our clients appreciate the genuine interest we have in their financial well-being.

I am so grateful to be in a profession where I can use my expertise and talent to help clients fulfill their lifelong dreams and goals.

Warmly,

Jane Ricardi, CFP®
Certified Financial Planner™ Professional