meet the team
You can count on the Fortis Wealth team to keep up with your life every step of the way. Our highly accomplished staff possesses deep expertise across multiple disciplines, including accounting, tax, finance, law, risk management and business succession planning. Our technical expertise, compassion and listening skills allow us to provide a superior partner client experience.
Senior Family Advisor
In her role as a Family Office Advisor, Jane brings a significant amount of family management experience to our clients, managing all aspects of accounting, financial and personal matters on key engagements. The longest tenured member of our relationship management team, she has been with Fortis for nearly four decades.
Jane holds a Bachelor of Business Administration in Accounting from Ursinus College.
Through a strong sense of community service, Jane is a compass to all who are fortunate enough to know her. She leads by example, motivating those around her to reach a common goal. Jane has served the community through her church and her local fire company. She is a trusted advisor for both her co-workers and clients, and treats her clients’ financial matters as if they were her own.
“The shared perspective at Fortis is that we can do anything that needs to be done. We have a broad range of clients and offer families assistance not only in all facets of finance and investments, but in life. Our clients are very appreciative and we continue to expand what we can offer. It’s an exciting time to work here.”