Jill helps us maintain the dedicated and focused service we provide to our clients. Friendly and dependable, she provides timely, accurate and meaningful answers to our clients’ questions and generally makes sure their needs are always her first priority.
She also greatly assists our financial advisors and plays a key role in preparing reports, processing documents and handling administrative duties.
Jill manages a wide range of administrative matters, from account maintenance and service requests to our client communications. Empathetic and detail-oriented, her goal is to always make working with us easy and effortless.
She wants our clients to know that they can count on her whenever they need something. Jill joined us in January 2020 and thoroughly enjoys being part of a team that helps people pursue their goals and financial independence.
Jill is originally from New Baltimore, Michigan, and lives in Holly, Michigan, with her husband, Eric, and their children, Brandon and Cameron. In her free time, she enjoys reading, hiking and kayaking. She is an active member and volunteer at Trinity Lutheran Church & School.
