Financial Planning Team
Financial Advisory Client Service
ABOUT JILL
Jill is the Client Liaison supporting Bryan Katz, where she plays a key role in investment client services and insurance coordination. She assists clients throughout every stage of the process—from preparing and managing applications to navigating underwriting and ensuring smooth post-approval follow-through. Jill is known for her warm communication style, steady attention to detail, and commitment to creating a positive, seamless experience for every client she supports.
Outside of work, Jill is a proud mom to two daughters who are off pursuing their dreams. Her favorite way to unwind is by traveling—especially when it means visiting them.
A BRIEF HISTORY
Jill brings more than ten years of administrative experience in the financial services industry. Before transitioning into finance, she taught third grade and worked in special education classrooms. Her teaching background is evident in her ability to communicate clearly, explain complex concepts with patience, and support clients with understanding and care.
Her blend of client service experience, organization, and thoughtful guidance makes Jill a valued member of the Omni 360 Advisors team.
