Jill graduated from Campbell University in 2005 where she received a Masters in Business Administration and a B.B.A. in Trust and Investment Management and Financial Planning. Jill earned her CERTIFIED FINANCIAL PLANNER™ certification in 2007.
Jill has extensive experience in providing financial guidance to clients in the areas of retirement planning, investment management, estate planning and wealth transfer strategies.
In addition, Jill works closely with business owners and corporate retirement plan sponsors to help establish, monitor and service 401(k), 403(b) and other qualified retirement plans.
Jill also coordinates Beacon’s “onboarding process” for new clients. In this role, Jill helps transition new clients onto Beacon’s service platform. This can involve “driving” the planning and investment management process by scheduling meetings, consolidating client investment accounts to TD Ameritrade Institutional or Charles Schwab & Co. and assisting with administrative and service-related matters as they arise.
In her spare time she enjoys watching baseball, gardening, and running with her dog, Ally.