Corpus Christi’s bayfront gazebos, miradores del mar (Spanish for “overlooks by the sea”), are based on structures in Morocco, Mexico and Spain. That’s something to see during your world travels.
In her role as Registered Client Services Manager, Jill meets with clients, researches investment ideas, maintains client financial plans, and provides back office support. Caring and detail oriented, she enjoys helping people pursue the financial goals that are important to them.
Jill also holds the professional designations of Certified Financial Planner™ professional and Chartered Financial Consultant™. Before joining our team in March 2017, she was a Wealth Manager with TIAA- CREF, where she assisted high net worth clients with financial planning services. Earlier in her career, she was a Wealth Advisor at USAA. She earned a bachelor’s degree in Business Administration from Wichita State University.
As part of an Army family, Jill has lived all over the world. Today, she lives in Corpus Christi with her husband, Alan, and children, Kaylani and Chloe. She enjoys spending weekends outdoors with her family, on the beach or at a campground. They also volunteer with the North Padre Island National Seashore for cleanups and sea turtle rescues.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
We apply advanced financial planning techniques to help people prepare for and live well in retirement.