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Jill is an Advisor with First Investments & Planning providing investment management and financial planning to high net worth individuals and families.
Jill joined First Investments & Planning in 2006 and has worked in the financial services industry since 2002. She holds her Series 7 & 66 securities registrations and is a Chartered Retirement Planning Counselor (CRPC®). Jill earned her Bachelor of Science in Business Administration with an emphasis in Finance from Colorado State University.
Jill was born and raised in Fort Collins and is delighted to be near family, friends and raise her own children in the city she loves dearly.
Jill loves giving back to her community and recently did a Habitat for Humanity build with First National Bank coworkers. Giving back inspires her to do more. One day, she hopes to travel to South America for a snowboarding trip in Chile.
205 West Oak Street
Fort Collins, CO 80521
I believe in living life to the fullest—pushing the limits, trying new things and taking risks. I take great pride in helping our clients with their financial needs so they can do the same.
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed here.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE