Planning Team

Latest Fall 2017 Quarterly Newsletter This issue includes some thoughts from the retiring Senior Managing Partner, Tim Jones, as he looks back on his time in the business over the last 30 years. This issue also includes a tribute to Kim McLeland, one of the retired partners at CJM who passed away suddenly earlier this year. We round out the newsletter with articles from Kevin Donovan on investments, Parker Trasborg provides us with his thoughts on buying a new car, and pictures from Halloween. Enjoy! October 2017 Audio Update Dave, Kevin, Tracey and Tim share their thoughts on the markets so far this year, expectations for the remainder of the year, an update on Congressional bills making their way through Congress and finally some thoughts on protecting your credit given the recent Equifax security breach. Newsletter & Podcast Archive

Janet M. White, CFP ®

Janet became a Certified Financial Planner (CFP) in 2001 after meeting the coursework, exam and experience requirements. Before joining CJM in early 2006 as a member of the Asset Management Team, Janet spent nearly eight years at Sagemark Consulting, part of the Lincoln Financial Group. During her time with Sagemark Consulting, she prepared comprehensive financial plans, reviewed investments, processed insurance cases and provided analysis for clients.

Prior to pursuing her CFP, Janet served in various management positions in the Marketing, Accounting and Analysis departments in a division of a Fortune 100 company.

Janet received a Bachelor's Degree in Accounting and Business Administration from Bluffton University and has done MBA coursework at George Mason University and George Washington University.

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