Jane Fruin
Owner/Financial Advisor
Meet Jane
Jane helps her clients achieve their dreams through small, manageable changes. She takes the time to get to know you, because she’s deeply passionate about closing the gap between where you are and where you want to be. And she’s built a team that shares her values and her commitment to empowering those they serve.
A Missouri native and proud mom of four, Jane began her career in financial services in 1987 and has worked with New York Life for the past 13 years. When she’s not with clients, you’ll find her in her workshop doing leatherwork and making jewelry, or sailing with her husband in the Salish Sea.
Eli Haddox
Director of Business Operations
Meet Eli
Eli serves our clients by supporting the team with implementation of new solutions. Eli’s responsibilities include, training and development of new team members as well as working behind the scenes with the advisors to ensure they are bringing their highest and best work to clients.
Eli grew up all over the country spending time in TX, CA, CO, NV, OR, Canada and Guatemala. He attended University of Nevada Reno, receiving a Bachelor of Science in Biology. When Eli is not working, he enjoys going to the gym, reading, playing guitar and spending time with his family, friends, and dog Moko.
Katelin Norton
Investment Operations Coordinator
Meet Katelin
Katelin serves our clients by ensuring accurate information is collected and relayed. Behind the scenes, Katelin’s responsibilities include procurement of information both from the agent and the client to ensure applications are created and submitted in a timely fashion. She also works to ensure client questions are relayed and answered appropriately. Katelin enjoys meeting and conversing with clients to assist them with their various needs as well as organizing data in a manner that can be accessed more efficiently moving forward.
Katelin grew up outside Boise, Idaho. She attended Washington State University in Pullman, Washington, where she earned a bachelor’s degree in animal sciences, and attended a semester of veterinary school. Outside of work, Katelin enjoys spending time with her various animals, helping her husband with his cowboy duties, reading thriller novels, playing volleyball, and visiting family and friends in Oregon and Idaho.
Jenny Haddox
Insurance Operations Coordinator
Meet Jenny
As the Insurance Operations Coordinator, Jenny oversees the processing of client and advisor information to ensure applications are completed accurately and submitted promptly. She is also responsible for managing agency licensing and compliance, coordinating the client onboarding experience and maintaining operational procedures. Jenny enjoys developing and enhancing systems for continued growth as well as building meaningful relationships with clients.
Jenny grew up in Eugene and went on to play D1 Golf at the University of Nevada in Reno. She received a Bachelor’s of Science degree in Marketing with a minor in Economics. When Jenny is not working, she enjoys playing, teaching, and promoting the game of golf. She also enjoys reading fictional books, creating cross-stitched Christmas stockings, and staying active through sports and outdoor activities with family and friends.
Jill Padua
Client Relations
Meet Jill
Katherine Collins Jensen
Registered Representative, FSCP
Meet Katherine
Katherine serves our clients by assisting in the development of their integrated financial strategies. Behind the scenes, Katherine's responsibilities include small business coverage, support of new opportunities, and assisting with portfolio construction. In addition, Katherine believes that education is one of the tenants of life and enjoys learning about both traditional and out-of-the-box solutions in order to recognize their best fit and utilization for our clients. Katherine views herself as “Jane’s mini-me.”
Katherine grew up in Eugene/Springfield where she also attended the University of Oregon, receiving a Bachelor of Science degree in Psychology. When not working, Katherine enjoys spending time with her nuclear and extended family, reading books, and eating chocolate.