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.
