Collaborative leader fostering strong relationships for seamless client and business partnerships.
As Vice President Fiduciary and Tax Services Manager, Jill serves as the primary contact to the family office and the family’s external advisors. Her responsibilities encompass the establishment, execution and maintenance of family accounts, while diligently managing client files ensuring compliance with laws and regulations. Employing a collaborative approach, Jill fosters strong relationships with both clients and business partners, facilitating cooperation and delivering exceptional service.
Experience
- Began financial services career in 2002 and joined Johnson Financial Group in 2015
- Certified Trust and Financial Advisor
- Bachelor of Science from University of Wisconsin – La Crosse
- Master of Business Administration, Finance Concentration from Concordia University Wisconsin
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
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Ask Me About
- Estate Planning
- Retirement and Financial Planning
- Wealth Strategy
Community Involvement
- Volunteer for the Boys and Girls Club of Kenosha
- Volunteer for American Cancer Society’s Relay for Life