Jill joined the team in 2022, holding over a decade of experience in the financial services industry. A graduate of Ohio University, she earned the Financial Paraplanner Qualified Professional™ (FPQP®) designation and maintains both her FINRA Series 7 registration and Life, Accident & Health insurance license.
In her role, Jill plays an integral part in the financial planning process by preparing client reports, gathering and analyzing financial data, and assisting with plan development and implementation. She also manages the eMoney financial platform, ensuring clients have access to accurate, up-to-date information and a seamless digital experience.
Jill resides in Pickerington, Ohio with her husband and four daughters. She enjoys reading, spending time outdoors and volunteering with Friends of the Columbus Zoo & Aquarium.