简·奥克斯曼·罗尼,注册会计师,CFP®,CDFA®

Partner | Director - Divorce and Litigation Services

"Empowering clients to make informed decisions about their finances, especially preparing for or going through significant life changes, is important to understand the possibilities and evaluate the options."

简·奥克斯曼·罗尼,注册会计师,CFP®,CDFA®, is a life transition financial planner. 她的执业重点是提供服务 离婚支持,财务和税务规划, and 财富管理 对个人. Jane helps clients transition through life’s significant changes toward realizing their goals. She believes in the importance of empowering her clients to make informed decisions about their finances.

Those decisions include changes in financial circumstances because of retirement, 配偶的死亡, divorce, marriage, 继承, 计划组建一个家庭, college planning and strategic investment management. She helps clients understand the possibilities and evaluate their options, 并指导他们做出合理的财务决策

A specialist in delivering creative solutions for financial challenges, Jane has more than 25 years of experience that includes expertise in divorce and prenuptial 财务规划, 财务规划、投资咨询服务及个人 税务筹划与合规.

作为董事委员,葡京会手机app下载 & 老葡京手机app(老葡京手机app)的离婚金融和 诉讼支持 services, Jane guides clients from pre-filing through the finalizing of a divorce and beyond as well as prenuptial 财务规划. 她的专长包括合作离婚, mediation, 诉讼支持和专家证人证言. Jane has assisted with negotiations in several hundred divorce matters and is qualified as an expert in Montgomery and Howard counties in Maryland, 以及哥伦比亚特区.

简喜欢户外活动, 从打网球开始, golf and, 最近, pickleball to skiing the slopes in Colorado and Utah. 她最引人注目的户外活动, though, is hiking, having traversed sections of the Everest Base Camp Trek in Nepal, 巴塔哥尼亚的W长途跋涉, old Inca trails to Machu Picchu and the magnificent trails in many U.S. 国家公园. She’s passionate about conservation and the environment and has participated in a conservation safari in Africa that focused on elephant and lion migration and health. 在家的时候, 简喜欢和家人在一起, 朋友和两只猫, 喜欢烹饪和园艺.

专业资格及教育

  • 注册会计师(CPA)
  • 注册理财规划师(CFP®)
  • 注册离婚财务分析师(CDFA®)
  • B.S. 康涅狄格大学会计系

专业协会及活动

演讲:

  • February 9, 2024 – Framing Questions and Gathering Information: the Roles of the Financial Neutral (马里兰大学法学院)
  • August 29, 2023 – Maximizing Social Security Benefits and Avoiding Mistakes (适用于大华盛顿注册会计师协会)
  • 2023年5月10日- 牧场上的家: Current Approaches and Solutions to the Marital Home (with the 北弗吉尼亚的协作专业人员) 
  • 2023年3月9日-合作法律进程 (for American University’s Washington College of Law)
  • October 30, 2022 – Streamlining the Collaborative Process (at the 2022 International Academy of Collaborative Professionals Annual Form)
  • October 29, 2022 – Maximizing the Magic of the Financial Neutral On the Collaborative Team (at the 2022 International Academy of Collaborative Professionals Annual Forum)
  • 2022年6月7日——开始你自己的事业? 学习最佳实践和节税策略
  • April 7, 2022 – Collaborative Divorce and Interdisciplinary Team Approach (for the American University Washington College of Law)
  • November 15, 2021 – Maximizing the Role of a Financial Neutral in Unprecedented Times (at the 2021 弗吉尼亚合作专家 Annual Conference)
  • April 9, 2021 – American University Law School Family Law Society and Alternative Dispute Resolution Society: Team Practice of Collaborative Family Law)
  • March 24, 2021 – Hold Onto Your Hats: Strategies for Streamlining Collaborative Practice (for Collaborative Professionals for Northern Virginia)
  • February 28, 2021 – Financial Considerations in Support and Division of Assets (Bar Association of Montgomery County, MD Family Law Division)
  • 2月1日8, 2021- Advocating for Your Clients in Settlement / Mediations (for Bar Association of Montgomery County’s Family Section)
  • 2020年10月7日——在COVID-19期间工作 (for 北弗吉尼亚的协作专业人员)
  • August 5, 2020 – The Role of a Financial Professional – Assisting the Attorney and Client (奥菲特·库尔曼)
  • 2020年1月14日-家庭案件中的退休资产
  • October 31, 2019 – Equitable Distribution Practices Presentation (Virginia Trial Lawyers Association Family Law Seminar)
  • January 14, 2020 – Retirement Assets in Family Law Cases
  • 2月1日, 2018 – The Impact of the New Tax Legislation on Family Law and Business with an Overview of Cryptocurrencies (for the Women’s Bar Association of Montgomery County)