Beck BodeDEDHAM, MA – February 3, 2015– Beck Bode Wealth Management (Beck Bode) is pleased to announce that Jane Evelyn, CFP® has joined the investment firm as a financial advisor. Jane assists individuals and businesses in all areas of financial planning including budgeting, insurance and risk management, and employee benefits, investment, tax, retirement and estate planning.
“Jane is an exceptionally talented financial advisor with nearly 20 years of experience and deep expertise in a number of key financial areas,” commented Jim Bode, cofounder and managing partner at Beck Bode. “Bringing her to Beck Bode demonstrates our ongoing commitment to provide our clients the very best.”
Until now, Jane, who lives in Dover, ran Dover Hills Financial, a fee-only financial practice she founded in 2002. Growth in recent years warranted additional resources in order for her to focus more time on her clients. Upon meeting with the Beck Bode team it was clear it was the right place for her and her clients as they share the same ethics and standards, and would have access to first-rate analyst research, compliance and administrative resources, as well as additional highly skilled financial experts. Prior to her career in finance, Jane founded and ran Write Idea, a technical writing company in California.
Further details about Jane’s experience, expertise and credentials can be found here.
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About Beck Bode Wealth Management
Beck Bode was created in March 2013 to be a deliberately different kind of financial firm. Extensive experience, including time at large global firms, taught co-founders Ben Beck and Jim Bode what works for clients and what doesn’t, and they saw better ways to help their clients, but were often restricted from implementing them. Client successes are built on exceptionally personal experiences that embody a “hands on” approach and a proven investment methodology. The firm’s success is built on providing clients with what they really need – responsiveness, care and guidance for long-term investing success.
Media Contact:
Heidi Boie
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