Jill provides high-level administrative support for the firm, which includes conducting research, preparing statistical reports, handling information requests, and performing clerical functions. She is responsible for preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings. She also enrolls all of our clients into the Plan Confidence™ program that provides our client’s with advice on their 401(k), 403(b) and 457 plans.
When not working, Jill likes to travel, boating, hosting dinner parties, wine tasting and yoga. She is also an avid reader and book club member. She spends family time with her husband Chris and their two sons.