Jill Bertke, CFP® brings 20 years of financial services experience to TVAMP. She offers comprehensive financial planning to our current and prospective clients. Jill specializes in personal cash flow management, assessing insurance needs, retirement planning, investment analysis and selection, and legacy planning.
In 2000, Jill earned her Bachelor’s Degree in Finance and two minors in Economics and Mathematics from the University of Southern Indiana. After graduation, Jill pursued a position in the Washington D.C. area in financial planning and became a financial advisor. She was a partner and Chief Operating Officer of an investment and planning practice for 15 years and achieved a CERTIFIED FINANCIAL PLANNER™ Professional designation.
For almost 20 years in the industry, Jill’s mission has been helping clients pursue their individual financial goals by growing, protecting, and servicing her clients through life’s transitions – death, divorce, and retirement. As a fiduciary, Jill follows the philosophy of “client’s interests always coming first.”
As one of the first female Wealth Advisors with TVAMP, Jill is excited to bring her skills into her new position.