Senior Wealth Advisor
Jill started as Senior Advisor in 2007. She has more than 20 years’ experience in financial planning and wealth management serving wealthy individuals, families and businesses. Jill’s prior roles include the Director of Financial Planning at The Tarbox Group, a California wealth management firm; Advisor at Per-Se Technologies providing financial consulting services to physician groups; and Director of Financial Planning at PMI – Delta Dental. Jill began her career at Arthur Andersen & Co. in Dallas.
“Beyond the numbers lies a story. What matters and motivates a client is personal. They entrust me with that understanding to simplify their finances, be their advocate and develop a financial plan that is not just smart, but meaningful. That gives me immense satisfaction.”
Jill earned a bachelor’s of business administration in accounting from the University of Georgia and a master’s degree in taxation from California State University. She is a member of the Financial Planning Association and the American Institute of Certified Public Accountants.
When Jill escapes, she heads west to the mountains for snow skiing or hiking.
Colorado CPA License #35022