Since 2015, Jill has been helping investors through the process of obtaining financial independence so that they can focus on the most important things in life. In 2024, Jill joined the Stewart & Evans Wealth Management Group. She serves as Lead Financial Advisor on select client relationships and leads overall management of the practice, regulatory compliance, day-to-day operational functions, and marketing to help the team meet business goals.
With the insight and industry knowledge that comes with nearly a decade in the business, Jill provides her clients the information they need to choose the most suitable investment products and services for their specific financial needs, including divorce financial planning, retirement planning, estate planning, college planning, wealth planning and more.
Jill is passionate about helping women achieve their financial goals and navigate significant transitions in their lives, such as marriage, divorce, widowhood, career changes, inheritance, and retirement. Beyond her professional expertise, Jill has personally navigated divorce and career changes and offers compassion for the unique challenges faced exclusively by women.
As a Certified Divorce Financial Analyst® professional, Jill has completed an intensive training program and a rigorous exam to become skilled at analyzing clients’ financial situations and helping them understand the short and long term effects of their divorce. She can play a vital role in making sure divorces do not end in financial disaster and safeguarding the financial future of clients and their families.
Jill works with individuals and their family law attorneys to help with:
Jill earned her undergraduate degree from IUPUI in 2003 and her graduate degree in Public Relations/Journalism from Ball State University in 2006. She is a graduate of Leadership Johnson County’s Signature Program (Class of 2020) and currently serves on the board of the Greenwood Education Foundation. Jill lives in Greenwood with her son, Colton, and their rescue dog, Tate. In her free time, she enjoys camping and outdoor activities, reading, and traveling.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.