Jill is a CERTIFIED FINANCIAL PLANNER™ professional and has been with Raymond James since 2013. She holds a bachelor’s degree from Indiana University and has earned designations as a Retirement Income Certified Professional® (RICP®), and as an Accredited Asset Management Specialist℠ (AAMS®). Jill is a graduate of the Raymond James’ Advisory Master Program (AMP), an extensive two-year training program to position new advisors for success amid heightened client expectations and higher fiduciary standards. Jill works with clients at various stages of life and develops a comprehensive financial plan, tailored to their unique situation. She specializes in portfolio design and management to assist clients in meeting their short- and long-term goals.
Jill lives in Chesterton with her husband and two Great Danes. She is an active member of the Valparaiso Kiwanis Club and volunteers at local animal shelters.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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