Financial Planning Team
Financial Advisory Client Service & Marketing
ABOUT JILL
Jill devotes much of her time to supporting investment client services and overseeing the insurance platform—from coordinating applications and navigating underwriting to post-approval implementation. She also plays an active role in the firm’s marketing efforts. Outside of work, Jill is a proud mom to two amazing daughters who are off chasing their dreams. Her favorite way to unwind is by traveling, especially when it means visiting her girls.
A BRIEF HISTORY
Jill brings over ten years of experience as an administrative assistant in the financial services industry. Before transitioning to finance, she taught third grade and worked in special education classrooms. Though the industries may differ, Jill’s teaching background shines through in her ability to explain complex topics clearly and with patience. Her attention to detail and strong organizational skills help create a smooth and thoughtful 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.
