Connect Your Money with Your Life
Jill’s dedication, integrity and attention to detail, along with her strong organizational and communication skills, allow her to oversee all operational aspects for our firm as well as interact with and assist clients daily in a wide variety of ways.
Jill has a long history of working in the financial industry. Before coming to Carson Wealth, she served as Operations Manager for a bank-owned investment group. Jill holds her Series 7, 63, and 66 investment licenses as well as her Series 24 Principal license. She also holds the Virginia Life and Health Insurance License. While she chooses not to be an advisor at this time, her vast knowledge and licensures allows her to work very closely with the advisors and staff as well as the clients to bring a high-level client relationship experience that our clients expect and deserve.
Born and raised in Lexington, Virginia, Jill now resides in Northern Virginia with her husband, Will. She enjoys the outdoors, especially fishing and camping. Jill enjoys jigsaw puzzles and mind bender puzzles and board games in her spare time.
Best piece of financial advice received:
Everyone should create and follow a budget, whether you make 10,000 a year or 1,000,000 a year.
“You should never be proud of doing the right thing. You should just do it” – Coach Dean Smith
If I could meet anyone, past or present, it would be:
Coach Dean Smith. In 8th grade English we had a project to write to someone we admired. I wrote to Coach Smith (1987-1988) and he took the time to hand-write back to me a very inspirational letter. He was an amazing coach, leader, and advocate for so many.
I’m pretty good with a rifle
To Kill A Mockingbird – Harper Lee
Favorite movie or TV show:
The Office, Blue Bloods
What motivates me:
A challenge! I am a problem solver by nature
Halloween. I love seeing the children all dressed up and having so much fun
Something on my bucket list:
Travelling in a RV across the USA
Place I’d most like to visit:
Italy, Greece, Spain
My biggest accomplishment:
Personally – my two beautiful daughters and adorable grandson Professionally – passing the series 24 General Principal Exam