Planning Team

Latest Summer 2017 Quarterly Newsletter In this issue, David Greene, CFP, reflects on current markets and how to prioritize what will actually impact their growth and stability. Kevin Donovan, CFA, discusses P/E valuations and how they compare in today's market environment. With many children heading back to school, it is important to be aware of possible pitfalls to avoid while utilizing financial aid so read How Assets Impact College Aid Eligibility on FAFSA and CSS Profile. Finally, see what the CJM Team and their families were up to this summer! 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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