Designations and Licenses

Janet is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant.

Experience and Education

Janet specializes in providing individuals and families with comprehensive wealth management, including integrated financial planning and investment strategies to help them grow and protect wealth. She also specializes in assisting clients with Social Security planning. Prior to joining Mariner, she worked for KPMG LLP and Eisner LLP for over 20 years as a senior manager, participating in financial planning for large employer groups, writing financial planning guides, developing and designing financial plans, as well as doing tax compliance, planning and research.

She has a bachelor’s degree in accounting from Upsala College, a master’s degree in taxation from Seton Hall University and was a Phi Beta Kappa. Janet is a member of the Financial Planning Association, the AICPA and the N.J. Society of CPAs.

Personal Interests

She served as treasurer on the Madison Education Board for seven years. She enjoys golf, hiking, kayaking, antiquing and photography.