Jane Golden

“My focus is on the progress; the goals take care of themselves.”

My journey into finance began unexpectedly, trading my Retail Manager and Makeup Artist role for a chance to save for college to study medicine. A family friend introduced me to the financial world through T.E. Wealth, now CWB Wealth. It started as a temporary role that would allow me to save for my education, but I soon discovered a world that engaged both my curiosity and analytical mind. What truly solidified my path, though, was the camaraderie of an incredibly warm and supportive team that made each day an opportunity to learn and grow.

Since joining our firm in 2011, I’ve held different roles including Administrative Assistant, Senior Administrative Assistant and now Client Service Specialist. This has given me a breadth of experience, which is reassuring to our longtime clients and helps build trust. With over a decade of experience, I take pride in guiding clients through every step of the onboarding process, ensuring they feel the same warmth and care that I receive from my colleagues.

My diverse interests fuel my work, and I’m always eager to learn and pivot when needed. I love creating resources that provide clients with digestible, meaningful information and seeing the direct impact of our work. Whether designing reports that showcase our value or ensuring our team’s deliverables are met, every challenge offers an opportunity to sharpen my skills and make a difference.