After earning his Bachelor’s degree in Finance from Michigan State University, Kyle has spent the following 10 years helping clients achieve their financial and personal goals. He joined the C-J Advisory Team in November of 2016 bringing his extensive knowledge about ESPP and RSU to the heart of Silicon Valley where can offer his expertise to the tech community. He takes a holistic approach to each client’s unique situation and prides himself on providing advice to enhance every aspect of their financial life.
Kyle holds the Accredited Investment Fiduciary (AIF®) professional designation and National Social Security Advisor certificate.
Outside of the office, Kyle enjoys golfing, mountain biking, playing ice hockey, photography and hiking the beautiful California trails with his wife Ashley and daughter Mackenzie.
Janet joined the team in January 2018 and works with the firm’s lead advisors to develop and implement financial planning strategies for clients.
Prior to joining C-J Advisory, Inc., Janet was a Client Services Manager and Financial Planning Analyst. Throughout her career, Janet has greatly enjoyed helping individuals and families achieve their personal financial goals.
She earned the AIF® designation from the Center for Fiduciary Studies in 2018. The AIF Designation certifies she has specialized knowledge of fiduciary standards of care and their application to the investment management process.
Janet holds a Bachelor of Business Administration in Marketing from New Mexico State University.
In her spare time Janet enjoys hiking, traveling and spending time with family and friends.
Jen joined the C-J Advisory team in May 2005 and works as an administrative assistant. Jen works behind the scenes on special projects, assisting in the daily needs of the office and provides administrative support to all facets of the business.
Jen’s hobbies include traveling, concerts, snowboarding, cooking, and spending time with family and friends. She gives back to the community through volunteer efforts at the local food bank helping people in need throughout the Bay Area.
Lupe joined the C-J Advisory team in May of 2019. Lupe facilitates the operational needs of the office and promotes CJA's expertise as the Brand Ambassador. Before joining the C-J Advisory team, Lupe worked as a content writer and office manager for a mural advertising company in Brooklyn, New York. She has a degree in English and Creative Writing from Mills College.
Her hobbies include roller skating, swimming and attending local music shows. She volunteers with the San Jose Public Library and Vitas Healthcare.
Thomas joined C-J Advisory in 2020 as an Associate Wealth Advisor after graduating from Santa Clara University with a Bachelor of Science in Economics. Thomas has a passion for financial planning and holds the Series 65 securities license as an Investment Advisor Representative and fiduciary. As an Associate Wealth Advisor, he assists the firm’s advisor team with preparation for client meetings, investment analysis, and developing financial plans. He is a member of the Silicon Valley Financial Planning Association, The National Association of Personal Financial Advisors, and the Alliance of Comprehensive Planners. In his free time, he enjoys outdoor adventures, traveling, and cooking.
Maria joined the C-J Advisory team in 2021 with an interest in helping young families and retirees build the joyful retirement they seek. She is a member of the American Heart Association’s Professional Advisor Network and a past participant in the Financial Planning Association’s externship program.
Prior to becoming an advisor, Maria spent 12 years specializing in Environmental, Social, and Governance (ESG) investing, first for an investment research firm and then for a boutique asset manager.
Maria holds a Masters’ degree in International Affairs from the University of California, San Diego, and a Bachelors’ degree in Political Science from Tufts University. She enjoys traveling, reading and photography, and has lived in the East Bay with her family for a decade.
Morgan joined the C-J Advisory team in June 2021 as an intern and will graduate from Santa Clara University in December 2021 with a bachelor’s degree in Finance. Post-graduation he aspires to work in the financial planning industry.
In his free time, Morgan enjoys playing the guitar, going to sporting events, and spending time with family and friends.