Financial planner Northwest Ohio

3 years ago

Listed in Business & Services

Jill leads risk assessment analysis and wealth planning processes for Trilogy Wealth Advisors. She is a regular speaker on financial planning issues, and the co-author of the book, “Building a High-End Financial Services Practice,” published by Bloomberg Press.
In addition to her work with private clients, Jill has been actively involved in working with industry leaders to improve the financial services industry. She was elected to serve as Chairperson for the FINRA Chicago Business District Committee; she was appointed to the FINRA Small Firms Advisory Board, the FINRA Member Self-Compliance Services Committee, the Chicago District Nominating Committee, and most recently, the Small Firms Advisory Board Taskforce.
Jill graduated Cum Laude and Phi Beta Kappa from Miami University in Oxford, OH. A native of Fort Wayne, Indiana, Jill and her husband have two daughters and live in Angola, Indiana. Jill loves spending summers at Clear Lake with friends and family swimming, reading, boating or doing a whole lot of nothing. A sports fan, Jill also loves tennis, and golf and seems conspicuously hard to find during March Madness.

Financial planner Northwest Ohio

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