Jill is a passionate financial advisor, continually striving to find new ways to exceed her clients' expectations with her depth of knowledge in taxes, estate planning, and personal finance. Empowering her clients to increase their own financial literacy and understanding of wealth management is fundamental to Jill’s consulting approach. At SWMG, Jill also implements our investment strategy, serves as a key member of our Investment Committee, and is a leader in our retirement plan practice. Jill additionally writes a bi-monthly blog, Jill’s Journal, aimed at newer investors.
Service & Leadership
Jill lives in the city of Flint. Years ago, her husband, a school teacher, wanted to move to Flint and though Jill grew up in the small town of Frankenmuth where they “never had anything to do” as a kid, she liked the idea of Flint because it was a city. Little did she and her husband know that they would encounter two hugely significant events shortly after moving there: 1) The financial crisis of 2008-09 that led to a major drop in real estate values and 2) the Flint Water Crisis. While most people would have perhaps fled the city while they had the chance, Jill and her husband chose to stay because they wanted to be a part of the solution. Flint has become their cherished home and they continue to take part in its revitalization and renaissance.
Jill is always looking for ways to give back to the Flint community. Currently, she serves as a finance committee member and on the board of directors for the YWCA of Flint and is also a board member of the Flint Women’s Forum. She is a member of the American Institute of CPAs and helps with the Parent-Teacher-Association at her children’s Flint school.
Education and Designations
Bachelor of Scientific and Technical Communication, Michigan Technological University
Bachelor of Accounting, University of Michigan, Flint
Series 7 and 66 licenses
Certified Public Accountant, State of Michigan
CERTIFIED FINANCIAL PLANNER™ certification
Investment Management Consultant, Raymond James Institute of Investment Management Consulting
Outside of the Office
Jill has been married to her husband, Chris, for 15 years. They have two children, Sam and Julia, who keep them busy. Jill enjoys spending time with friends, reading, and watching too much TV. She will always want to talk about what your favorite show is, so do not hesitate to bring it up.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. The Investment Management Consultant designation is awarded to those who complete the internal Raymond James Institute of Investment Management Consulting program.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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