Lead Financial Advisor
Jill graduated from UC Berkeley and earned her CPA license three years after graduation. She made a career change in December 2017 to fee-only financial planning from Accounting and is a CERTIFIED FINANCIAL PLANNER™. Possessing a long-time interest in personal finance and serving others’ best interests, Jill applies strong listening skills to clearly understand client goals and help to develop effective solutions. She’s been integral in developing client financial plans and preparing income tax projections.
Jill actively volunteers in her church, including serving as a Stephen Minister – a caregiver for those grieving a loss. She enjoys walking, dining out, travel and listening to financial and technology podcasts.
We start by working together to develop a personalized investment plan for you. We then monitor that plan and update it as needed—keeping you informed from the start about the risks and potential reward. The strategies we embrace are grounded in long-term economic truths, adjusted for today’s market and your individual circumstances.
In our fiduciary obligation to put you first, we limit the number of clients we serve. That way, we’re available when you need us to listen, plan, guide, and even celebrate.
