Jane Welch
Financial Consultant / Founding Partner
Jane believes that good financial decisions don't have to be confusing. She understands each individual's situation is unique, and provides them with customized financial strategies. She coaches and educates her clients, establishes goals, and guides them through all market conditions with the primary objective of creating and maintaining wealth. Jane has developed long lasting relationships with her clients through all stages of their lives. She has grown her practice by including future generations into her planning.
An important part of Jane's practice consists of advising women. She empathizes with the dilemmas many women face in balancing work, home and caring for others. Over 80% of women will be responsible for managing their own finances at some point in their lives due to divorce, death or never having been married. She takes the time to help them understand the various scenarios they may face so they can be fully prepared for whatever lies ahead. She provides advice and also the knowledge necessary to make informed decisions which instills confidence in their lives.
Jane earned her Bachelor's Degree from Miami University and holds Series 7,63 and 65 Registrations through LPL Financial. Her professional career began in 1984 where she worked for a Wall Street Investment Firm. Jane also worked for a large Regional Bank for over 20 years prior to establishing Focus Wealth Management in 2008. She lives in Liberty Township with her husband Mark and has two children, Jackson and Mason, both attending University of Cincinnati.