EXPERIENCE:Jane Coffey, CFP® , has been in the industry since 1981 and specializes in Personal Trust Administration.
EDUCATION:B.S. in Accountancy, Southern Illinois University Edwardsville.
PROFESSIONAL:Jane is a graduate of the Cannon Trust School, CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), and a Certified Trust and Financial Advisor (CTFA®).
BELIEFS:Jane believes listening to her clients is the key to understanding how to help them.
"I listen carefully to my clients and then evaluate their needs and goals before presenting them with the best financial solutions. I believe in treating everyone with respect, and I strive to exceed my clients' expectations every time."
AWAY FROM THE OFFICE:Jane lives in Edwardsville with her husband Greg and has a daughter. She enjoys cooking, gardening and reading.
ORGANIZATIONS: Jane is a member of the Estate Planning Council of St. Louis and the SIUE Meridian Society.