Jill believes that financial planning is about much more than numbers—it’s about understanding people and what drives their happiness. For Jill, the most rewarding part of her work is connecting with families on a deeper level, listening to what truly matters to them, and witnessing how thoughtful strategies can contribute to their long-term success and fulfillment. This relationship-focused approach ensures clients feel heard, valued, and supported throughout their financial journey.

At the heart of her philosophy is a commitment to aligning investment strategies with each client’s unique goals. By starting with a comprehensive financial plan, Jill helps clients determine the level of risk that is appropriate to achieve their objectives. The process centers on collaboration—clients define what they want to achieve, and Jill builds a tailored financial plan and investment portfolio designed to meet those specific needs.

Working closely with families of corporate executives, Jill provides a personalized and strategic approach that considers not only financial goals but also the opportunities and challenges presented by executive compensation packages. From stock options to retirement benefits, she takes the time to simplify complex decisions, helping clients understand how to maximize these opportunities for the benefit of their families. This customized approach fosters clarity, confidence, and a clear path toward achieving personal aspirations.

Outside of client relationships, Jill is deeply involved in the financial community, serving on the Diocesan Finance Council and its Investment Committee for the Cleveland Catholic Diocese. This role reflects a broader commitment to using financial acumen to give back and make a difference.

For Jill, financial planning isn’t just about outcomes—it’s about the people, the relationships, and the shared journey toward a more secure and meaningful future.