Clients lead busy lives and need frictionless access to their advisors. No one understands this better than Jill.

As the client experience manager, Jill manages scheduling, solves technical issues, and coordinates special events, among other essential tasks. With a keen eye for detail, she cares deeply about meeting the needs of both clients and the team. 

After retiring from federal civil service management, Jill discovered a passion for the financial services industry and its ability to make a positive impact. She thrives on ensuring operations run smoothly while providing clients with a sense of being truly looked after. Jill’s greatest satisfaction comes from fostering confidence in outcomes for everyone she serves.