Professional Background

Jill’s grandfather introduced her to investing.  “He showed me how most everything we touch and use comes from a company that you can own— he would turn over the shampoo bottle, Kleenex box, and cereal box…”

Jill secured a position as an administrative assistant to a financial advisor in the Washington DC area during her final year of college.  It wasn’t long until she became an advisor, and a few years later, a Partner and Chief Operating Officer.  Jill’s love for financial planning intensified when she began working alongside a Certified Public Accountant (CPA) —a relationship that lasted over 20 years. Her desire to earn the CFP® professional designation was fueled by seeing how taxes, retirement planning, estate planning, and investments work hand-in-hand.

In 2019, Jill joined TVAMP to become part of a team.  “TVAMP is a place where clients and Wealth Advisors can thrive.”  In 2020, Jill was named Senior Financial Planner.  She dives deep into the numbers to connect all the pieces of her clients’ financial puzzle and specializes in long-term care planning.  Jill sees her clients through the good times and the hard times: career changes, marriage, children, grandchildren, divorce, retirement, care-giving, wealth transfer, and death. Jill is a fiduciary, as are all the advisors at TVAMP.

Jill lives in Virginia. She meets virtually with clients and our team.

Professional Certifications
CERTIFIED FINANCIAL PLANNER™ (CFP®)
View details and certificate.

Education
University of Southern Indiana, BA, in Finance minoring in Mathematics and Economics

When Jill isn’t working… 
Jill enjoys making floral arrangements, taking road trips, and watching Indiana University Basketball!

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