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Phone: (512) 498-PLAN (7526)

Jane Knudsen

Jane Knudsen
Director of Client Relations

Jane Knudsen joined the PlanningWorks team in 2012 as Director of Client Relations. Her role in delivering concierge services to clients ensures a caring environment and positive experience. With excellent organizational and time management skills, she supports all team members, assists in maintaining a paperless office, and coordinates schedules and events.

After moving to Texas to teach in the Eanes School District, Jane became LOTE Department Chair, president of the Eanes Education Association, and traveled w/students to Spain on summer study programs. She soon became an avid fan of the Texas Longhorns while still cheering for the Cyclones of Iowa State University where she earned a Bachelor of Arts degree in Spanish with an English minor.

Jane enjoys spending time with family, traveling, playing bridge, Bible study, and volunteering with Chi Omega as a member of the house corporation board.


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CONTACT US: 2700 Via Fortuna Suite 100 • Austin, TX 78746 • (512) 498-7526
Fax (512) 684-8519 •

Investment Advisory services offered through, Waterloo Capital, L.P. a SEC Registered Investment Advisor. Securities offered through Calton & Associates, Inc. Member FINRA/SIPC OSJ 2701 N. Rocky Point Dr., Suite 1000, Tampa, FL 33607 (813) 605-0918 Waterloo Capital, L.P., PlanningWorks, Inc. and Calton & Associates, Inc. are separate entities.

A Registered Representative may only transact business in states where they are registered, or exempt from registration. Currently we have Representatives registered in CA, CO, FL, GA, IL, MN, MO, NE, NM, OH, PA, SC, and TX. If your resident state is not listed, please contact us at Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions, or provide personalized investment advice to, or communicate directly with residents in a state in which a Representative is not registered.


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