Jill is a LPL Registered Principal & Compliance Specialist at Provisions Wealth Planners.
Securities Registrations held with LPL Financial:
- Series 7 - General Securities Representative
- Series 24 - General Securities Principal
Securities Registrations held with Advisors' Pride:
- Series 66 - Uniform Securities Agent and Investment Advisor
Other licenses or designations held:
- Insurance - Life and Health insurance intermediary
Jill's duties and responsibilities are strictly to our advisors to review and approve transactions and paperwork to help ensure our clients confidence in our advisors. As a Compliance Specialist, Jill also keeps our advisors and staff in compliant and up-to-date with the latest requirements and regulations that are required in the evolving financial industry.
Since October of 2012, Jill’s positive energy and enthusiasm has been a great asset to Advisors’ Pride and Provisions Wealth Planners.
Jill is a graduate of UW Wisconsin Madison with a degree in Communications. She has previously worked in the Banking Industry and in the Mutual Funds and Variable Annuities departments at AAL.
In her spare time, Jill enjoys running with her dog Stella and watching her girls play soccer.