Since 1996, Jane has been helping her clients plan for their and their family’s futures through their retirement, trusts and estate plans.
Jane earned her Bachelor of Commerce from Sir George Williams University in Montreal Quebec Canada with a major in finance and a minor in accounting. She is also a graduate of the Florida Bankers Association’s Florida Trust School.
Jane enjoys spending her time tending to her three horses on her acreage with her husband Steve.
Steve has been an employee benefits regional manager, an investment consultant, and a corporate attorney for over 45 years. He loves helping clients create and stick to their financial goals.
Steve graduated from the University of Missouri with a Bachelor of Science. He also holds a Juris Doctorate degree from the University of Missouri Law School, and a Masters of Business Administration from Rockhurst College.
Steve currently resides in Keystone Heights with Jane. In his free time, Steve enjoys building and doing various projects taking care of their acreage.
Although Steve's law license is active, no legal fees are collected under MFFM.
Jennifer is passionate about helping clients plan for their future. She strives to make finances and investments less intimidating.
Jennifer joined MFFM in 2020. Previously, Jennifer worked as a corporate accountant with a focus on taxes. She has over 9 years of experience providing entrepreneurs with financial clarity.
Jennifer is a Certified Financial PlannerTM and earned a Bachelor of Science in Accounting from the University of Florida and a Masters in Accountancy from the University of North Florida.
Currently, Jennifer lives in Jupiter with her husband and two small children. When she is not working, she is happiest spending time with her family out on the water snorkeling and fishing.
In addition to working with MFFM, he is the Chief Financial Officer of Pivot Lending Group, a mortgage lender located in Littleton, Colorado. Prior to his role with Pivot, John was the President & CEO of Columbine Federal Credit Union for nine years. His career also includes work as the CFO/SVP of Finance for Aventa Credit Union and the Vice President of Finance & Business Development at Space Age Federal Credit Union. John earned his B.A. and Masters in Accountancy from the University of Missouri, is a CPA, and holds his Series 65 (Investment Adviser Representative) license. In addition to his professional service, he serves on the Board of Directors for Parker Core Knowledge; the charter school that his 7th grade daughter attends.
Although John's CPA license is active, no accounting related fees are collected under MFFM.