Financial Planning Team
Financial Advisory Client Service & Marketing
ABOUT JILL
Jill focuses much of her time on investment client service, the insurance platform coordinating applications, underwriting and post approval implementation. She also is part of the marketing team, which is active designing the website, social media, blogs, newsletters, sponsorships, and advertising.
When not in the office, Jill is a mother to two wonderful girls. When not in the office Jill volunteers at the local theater helping with costumes, set painting, and stage managing.
A BRIEF HISTORY
Jill has been an administrative assistant in the financial services industry for over 5 years. Prior to that she was an elementary school teacher in third grade and special education classrooms. Although very different fields, Jill likes to use her teaching background to help clients understand any questions they may have and uses her organizational skills for an efficient client experience.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Jill is engaged, or continues to be engaged, to provide investment advisory services.
