Jayne brings over two decades of experience to her clients who benefit from her dedication to them through all of life’s challenges and opportunities and changing economies, globalization, technology, ever-changing investment products and new strategies. Jayne is an avid reader and believes it is vital to always be learning and growing her knowledge.
She has her B.A. in Business Administration with a concentration in Economics from NC State University. She has obtained 7 licenses, three designations: The CFP® (Certified Financial Planner), The AIF® (Accredited Investment Fiduciary), the CEP® (Certified Estate Planner), and the ChFC® (Chartered Financial Consultant). Jayne completed the Executive Financial Planning Program at Old Dominion University. Additionally, Jayne has attended executive education at Notre Dame’s Mendoza College of Business, the Wharton School of Business at the University of Pennsylvania and UCLA’s Anderson School of Business. At her prior firm, she was ranked among the top 3% of advisors nationally, and has been a guest speaker at national conferences and in the media.
Jayne and her husband, Mark, a NY Times best-selling author, reside in Savannah, Georgia. They have three daughters and more pets than they can handle.
Jayne is involved in her community and currently serves on the boards of Step Up Savannah and recently completed a five-year term on the board of the Foodbank of the Virginia Peninsula and the Newport News Education Foundation Board.
Jayne has offered an annual scholarship to deserving area high school students for the past several years and enjoys supporting important causes lifting the most vulnerable in society.
In the past Jayne has volunteered with and served on:
- The Foodbank of the Virginia Peninsula
- CASA — Court Appointed Special Advocate for Abused and Neglected Children
- North Carolina State University Endowment Advisory Board
- The CNU Luter School of Business Advisory Board
- The Newport News Education Foundation Board
- YMCA of the Virginia Peninsula
- The City of Newport News Retirement Fund board and Investment Committee