Jill has worked within Mike’s practice since October 2013. She earned her Financial Paraplanner Qualified Professional designation in August 2017 which provides her the knowledge surrounding all major disciplines of financial planning. She holds her FINRA Series 7 registration which allows her to perform client trading and conduct investment research. Jill also holds the Life, Accident & Health Insurance license. Jill’s major responsibilities include administering trades; assisting in the financial planning process; helping with client service; preparing semi-annual client updates and managing the eMoney financial website. She is also training other associates within the practice to achieve her same level of knowledge. Other responsibilities consist of running a daily 3/5/8/10% tracking report, using Social Security Analyzer software to prepare scenarios and options for clients, and scanning towards converting to a paperless office.
Jill's team members include: