Investment Advisor Representative
Jill is an Investment Advisor Representative and supports our team with financial reporting, organizing financial data and ensuring office efficiency. She assists with implementing financial plans and manages all marketing efforts including client events and online services.
Jill earned a Bachelor of Arts degree in Accounting from Central Connecticut State University and an MBA from the University of New Haven. Prior to joining the team in 2010 she worked at Sikorsky Aircraft as a financial analyst for 10 years.
In addition to raising a family with four children, Jill was a PTA member who served on the PTA board for four years as treasurer. She previously volunteered as a member of the Junior Woman’s Club of Milford, including four years as treasurer, where she participated in many fundraisers and events. She organized the city of Milford’s spelling bee for 10 years and led “story hour” at the city library.
Outside of the office Jill enjoys hiking, biking, pickleball, and paddle-boarding off the beaches of Milford.
Check the background of investment professionals on https://adviserinfo.sec.gov