I started in this business as a clerk over 40 years ago—back when clients clipped coupons and there was a tape running in the office. Learning new things and being constantly stimulated are two of my favorite things, and this business offers plenty of both! I also love working with people and building relationships, so again, it's a perfect fit. Being at ALINE Wealth with our team and clients is the perfect culmination of my career!
Jane Voorhees is the Director of Financial Planning at ALINE Wealth. Jane has a well-deserved reputation for providing a comprehensive and client-focused service experience over her 30+ years in the financial services industry. She prides herself in the ability to understand the individual needs of her clients and develop deep and lasting relationships with them.
Jane’s roles on the team include client service, financial planning, analysis and business management.
Jane earned a bachelor’s degree in accounting from Massachusetts College of Liberal Arts. She holds the Certified Financial Planner designation (CFP®) along with the Series 7 and 66 securities licenses and a New York State insurance license.
Prior to joining ALINE, Jane was with UBS Financial Services for over 20 years.
Outside of the office, she enjoys practicing yoga (she is a certified yoga instructor), gardening, and fixing up her house.