Senior Registered Client Relationship Manager
Focus
Jill is dedicated to building strong client relationships and fostering engagement. Her ability to create a welcoming and supportive environment allows clients to feel understood and celebrated as they navigate life’s special moments, milestones, and financial goals.
Background and experience
Jill is originally from Lincoln, NE where she received her BS in Business Management from University of Nebraska. In 2014, she traded the flatlands for the mountains and relocated to Denver. She brings over 18 years of experience serving the unique needs of ultra-high-net-worth clients. Jill is passionate about providing clarity and support and she is dedicated to addressing any questions or concerns, ensuring clients feel confident throughout their financial journey.
She has the Series 7 and 66 securities registrations.
Away from the office
Jill cherishes time with her partner, Nick, and her closest friends. She finds joy in the outdoors, walking, biking and off-roading. She also enjoys hosting gatherings with friends focused on authentic conversation and shared experiences, which also gives her an opportunity for a favorite passion which is to bake!