Janet is a Senior Financial Counselor and a Principal of The Colony Group. She is a CERTIFIED FINANCIAL PLANNER™ practitioner with extensive experience in investment management and the development of asset allocations for high net worth clients. 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. Previously, she worked as a financial counselor at Mintz Levin Financial Advisors.
Janet’s writing has been featured in Women’s Business Boston, and she has appeared on Boston’s FOX25 TV news broadcasts on multiple occasions to discuss financial planning topics. She has been quoted in Fortune, Money Magazine, the Boston Business Journal, and the Boston Herald.
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.