Biographical Info Janet is a Senior Wealth Advisor and a Principal of The Colony Group. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Divorce Financial Analyst® professional with extensive experience in wealth management and the development of asset allocations for high net worth clients. As a CDFA® practitioner, Janet has particular expertise in working with clients through the divorce process, providing guidance and analytical support to help them understand the future financial impact of their decisions and assist both parties in obtaining a fair settlement so that no one spouse is disadvantaged financially. She works closely with clients to empower responsible decision-making and allow them to see a path to financial independence and identify future financial goals after a divorce. Janet also has experience with tax, retirement, insurance, and estate planning. She provides ongoing client relationship management and monitors and evaluates plan performance for clients. Janet earned her BS, summa cum laude, from Rider University and her MBA from New York University’s Stern School of Business. She is a member of the Financial Planning Association, the Oregon Association of Collaborative Professionals, and the Divorce Alliance.
Profession Financial Specialist
Company The Colony Group
Business Address Portland OR 97210