Jane Schroeder, CLTC

Jane Schroeder is a Senior Vice President at Lenox Advisors. She has been with the firm since 2011 and is responsible for working with both corporate and high-net-worth individual clients. Jane specializes in family, business and estate planning, serving the needs of multigenerational clients. With her corporate clients, she specializes in structuring strategic employee benefits, as well as executive carve-out programs for key employees and senior management.

Jane learned a lot from her late father. Even though he was diagnosed with a rare neurological disease at 56 and passed away at 65, she treasures the years that they were able to work together. Watching him put together creative and strategic solutions for their clients taught her so much. In fact, the entire Hebert/ Schroeder Team has over 80 years of experience in the insurance industry.

Today, Jane works alongside her son Mel. Together, they form Team Schroeder — a dedicated group of specialists with over 80 combined years in the industry who provide personalized advice to clients dealing with complex planning needs.

Jane graduated from Loyola Marymount University in 1986 with a B.A. She holds FINRA Series 6, 63 and 65 registrations and the CLTC (Certification for Long-Term Care) designation. She is Life & Health insurance licensed (including annuities, disability and long-term care insurance).

Phone: 818-952-7009 | Website: www.lenoxadvisors.com | LinkedIn