Founder, Financial Advisor

FINRA Series 6, 7, 24, 51, 63

CA Insurance License #0B46356: Accident and Health, Life, Variable Contracts

Janet founded The Hart Group in 1996 with the dream of creating an outstanding female financial advisory firm. The emphasis was always on developing long-term relationships with her clients based on mutual respect and trust, and she takes immense satisfaction in helping clients meet their personal goals and objectives through excellent customer service. She has also previously taught classes at Santa Rosa Junior College and the Santa Rosa Parks and Recreation Department. Janet is married with three grown sons and enjoys spending time with family and friends, especially her twin grandchildren, Brooklyn and Brody.

Founded The Hart Group in 1996

Partner, Financial Advisor

FINRA Series 7, 66

CA Insurance License #0H15967: Accident and Health, Life, Variable Contracts

Kelly is a California native and a graduate of Sonoma State University with a B.S. in Business Administration and a concentration in Finance. Her clients appreciate her ability to listen and be empathetic, and she strives to provide excellent customer service in an approachable manner. Kelly enjoys the outdoors, camping, swimming and skiing with her husband and two children. Having fun and maintaining a good work life balance with yoga and meditation is the key to her success.

Team member since 2007

Financial Advisor

Alex has lived in the North Bay since 2008, where he graduated from Sonoma State University. He started is Financial Advising career in 2018. Alex was introduced to the world of finance from a young age by his father who has always been an avid investor and saver, and who taught him the importance of saving and having an eye on the future. He can confidently say that the best part of his work has been helping clients reach their long-term goals and developing friendships along the way. His spare time is spent traveling with his family, mostly to competitive soccer and dance tournaments, as well as enjoying every moment with their new baby girl.

Team member since 2022

Paraplanner

Lindsey grew up in Sonoma County and holds a Bachelor of Science Degree in Finance. She brings a unique combination of accounting, finance, and operational experience to the team. Lindsey supports the financial advisors in delivering personalized wealth management solutions to our team and clients. She assists with gathering and analyzing client information, conducting financial research and supporting portfolio management activities. Outside of work, she enjoys horseback riding and barrel racing, practicing yoga, and reading. Lindsey has been involved with horses for most of her life and enjoys spending time outdoors in Sonoma County.

Team member since 2026

Office Manager, Notary Public

Lisa was raised in Sonoma County and is raising her family here as well. She manages our office and client service relationships. She is dependable and our clients can count on her to follow through and stay organized. Lisa is empathetic and takes time to listen, and understands our client needs to help them feel heard. She is continuing to build solid rapport with our clients and team. Outside of work, she enjoys spending time with her family, cooking, doing home projects and enjoying the many restaurants throughout Sonoma County.

Team member since 2025