Collaborative team member with extensive fiduciary experience.
As Senior Vice President and Wealth Director of Fiduciary and Private Client Services, Jill excels in building long-term relationships and delivering personalized fiduciary and administrative services to our clients. Working alongside a team of seasoned professionals, she’s committed to collaborating closely with clients to align our services with their financial aspirations, ensuring their expectations aren’t only met but exceeded.
Experience
- Registered Investment Adviser Representative
- Master’s degree from Cardinal Stritch University and graduate of the Cannon Trust School, Bachelor’s degree from the University of Wisconsin – Whitewater
- Joined Johnson Bank in 2015 and has more than 20 years of experience in the financial services industry
- Has worked in several capacities, including experience in personal trust and estate administration
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Estate Planning
Community Involvement
- Jill looks forward to becoming more involved in the Milwaukee community.