• Our Firm
    • Who We Are & Who We Aren’t
    • Meet Our Team
    • Why the CFP® Matters
  • Our Services
    • What We Do
    • 7 Areas of Comprehensive Financial Planning
    • Our Planning Approach
    • FAQs
  • Our Transparent Fees
    • How Our Fees Work
    • Fee Structure
  • Let’s Talk
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Wealth Management | The Sum

Wealth Management | The Sum

The Woodlands TX

  • Our Firm
    • Who We Are & Who We Aren’t
    • Meet Our Team
    • Why the CFP® Matters
  • Our Services
    • What We Do
    • 7 Areas of Comprehensive Financial Planning
    • Our Planning Approach
    • FAQs
  • Our Transparent Fees
    • How Our Fees Work
    • Fee Structure
  • Let’s Talk

Jill Chandler

Back to Team

Jill Chandler

Jill Chandler

Associate Relationship Manager

Jill@thesumplanning.com
(281) 712-8212

Professional

Jill is a dynamic team player who supports our practice in a variety of ways. Not only does she provide valuable daily support for clients—answering questions, helping move money, opening accounts—but she assists with operational tasks to ensure everything runs smoothly and our advisors can remain focused on serving clients.

With close attention to detail, Jill manages and maintains our client data, guides clients through the onboarding process, and supports our compliance efforts by keeping meticulous records. She is always looking for ways to enhance our client service, and she forms close relationships that allow her to provide personalized support for each person. With her positive, proactive attitude, she helps create an experience that makes clients feel truly cared for.

History & Education

Jill became part of our team in 2025. She earned her Bachelor of Science degree in Food Science and Technology from Auburn University.

Personal Life

In her spare time, Jill loves being outdoors and staying active. Whether she’s lifting weights, playing with her kiddos, or enjoying a patio lunch with friends and family (even better if it’s by the water!), she appreciates opportunities to connect with people, get moving, and soak up the sunshine.

The Sum Planning


Call: 281.940.4859
Email: info@TheSumPlanning.com

4526 Research Forest Dr, Suite 240
The Woodlands, TX 77381

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