Jill Smith,

A steady presence in their day-to-day experience. She approaches that responsibility with care, responsiveness and a genuine commitment to making every interaction feel smooth and personal.

With more than two decades of experience in the financial industry, Jill plays a central role in client operations and account management. From income processing and reporting to account maintenance and retirement plan support, she helps ensure that the details are handled accurately and efficiently. She also works closely with 401(k) participants and retirees, providing thoughtful guidance and onsite consultation when needed.

Jill began her career in 1999 in the commodities department at JC Bradford. She holds her Series 7 and 63 securities licenses, insurance license, and the Accredited Asset Management Specialist™ designation.

Originally from Depauw, Indiana, Jill now lives in Lanesville, Indiana, with her husband. She enjoys spending time with family, being outdoors and horseback riding.