Connect Your Money with Your Life

About Jill


Jill adds value to our clients by working closely with the Advisors to ensure we deliver exceptional client service. Jill has strong organizational and communication skills  and Jill’s dedication, integrity and attention to detail ensure we are exceeding our clients’ expectations and delivering the high-level experience our clients expect and deserve. Jill oversees operational aspects for our firm as well as interacting with clients on a daily basis.

Jill has over a decade of financial institution experience, most recently as Operations Manager for a bank-owned investment group.

Born and raised in Lexington, Virginia, Jill now resides in Richmond with her husband, Will. Jill enjoys the outdoors, especially fishing and camping. Jill enjoys jigsaw puzzles (especially Star Wars and DC Comic themed puzzles) board games and is a huge Legend of Zelda fan.



Favorite food:

Cherry Pie

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.

Favorite quote:

“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.

Hidden talent:

I’m pretty good with a rifle

Favorite book:

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

Favorite holiday:

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

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