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Recent Posts
Term vs. Permanent Life Insurance

According to industry experts, most people don’t have enough life insurance. The American Council of ...

The post Term vs. Permanent Life Insurance first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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JILL KATZ

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.
Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Term vs. Permanent Life Insurance

According to industry experts, most people don’t have enough life insurance. The American Council of ...

The post Term vs. Permanent Life Insurance first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more