Why I Do This Work
“I believe that financial clarity and personal well-being go hand in hand. As someone who thrives on organization, planning, and helping others succeed, I find deep satisfaction in supporting clients as they pursue their goals. Whether it’s preparing financial reports or coordinating a client event, I enjoy being part of a team that values trust, service, and meaningful relationships.”
Focus Areas
- Financial Data Management
- Plan Implementation Support
- Client Operations
- Marketing & Client Events
Credentials & Education
- Financial Paraplanner Qualified Professional™
- M.B.A. – University of New Haven
- B.A. in Accounting – Central Connecticut State University
Professional Background
Jill joined Connecticut Capital in 2010 with a solid foundation in corporate finance, having spent 10 years as a financial analyst at Sikorsky Aircraft. Her experience in budgeting, data analysis, and reporting brought immediate value to the team. Today, she plays a key role in serving clients and supporting financial planning processes, while also managing the firm’s marketing initiatives.
Community Involvement
- Former Treasurer – Junior Woman’s Club of Milford
- Former PTA Board Member & Treasurer
- Organizer – Milford Citywide Spelling Bee
- Volunteer Reader – Milford Public Library Story Hour
Outside the Office
An outdoor enthusiast at heart, Jill enjoys hiking, biking, paddle boarding, and playing pickleball along the beaches of Milford. She also teaches group exercise classes at the local YMCA, sharing her commitment to health and wellness with others. As a mother of four, Jill brings the same dedication and energy to her personal life as she does to her professional role—always striving for balance, connection, and purposeful living.
