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 multi-generational 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 children, Laura and 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 complex planning needs.
Jane started her career as an agent with Manulife in 1985, she was recognized as Agent of the Year in Los Angeles and served on Manulife's Advisory Council. Jane also worked with John Hancock Financial Network for several years, during which she was recognized as the San Francisco Bay Area office Sales Leader in Long Term Care Insurance. In addition to her prior experience, Jane is currently a member of the Million Dollar Round Table.
Jane graduated from Loyola Marymount University in 1986 with a B.A. She holds FINRA Series 6, 63 and 65 registrations and the CLTC (Certified in long-term care) designation. She is Life & Health insurance licensed (including annuities, disability, and long-term care insurance).
Jane enjoys traveling and spending time with her husband, Scott, and their three children.