Jill is a CERTIFIED FINANCIAL PLANNER™ professional who helps families prepare, plan and pursue their dreams. Jill began her advisory career in 1985 and continues to serve her community. Jill previously served as Vice President of American National Bank where she managed Investment portfolios for trust and individual clients while becoming an accomplished trust and estate administrator. Jill was a million dollar producer and distinguished member of the President’s Club for PrimeVest, Financial Services*, a broker dealer. Jill was honored with the Circle of Honor Society* membership with Transamerica Financial Services. She is currently a member of the Eagle Circle with Woodbury Financial Service, a broker dealer with Advisor Group.
Jill’s focus is to navigate her clients through the many financial options that are available today. Through objective analysis, she will prepare a plan for each client considering future events such as retirement, wealth accumulation, wealth preservation and protection, estate planning and wealth transfer, college planning, and cash flow and budgeting. Jill takes the time to listen to each client’s needs and strives to assess the best way to encompass all needs into the strategy.
Jill is an active and involved member of her church. Jill is involved with the Billy Graham Evangelistic Association where she leads others to faith in Jesus Christ through internet evangelism. Jill’s favorite pastime is enjoying her grandchildren Brayden, Tenley, Style and Klassic.
*Third-party rankings and recognitions are not a guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.