Jill has worked with prudent investors for three generations protecting and growing their assets for over 35 years. She has extensive financial expertise in wealth management planning tools and investment vehicles and brings caring, incredible service to each client. Jill's goal is to educate and guide clients through changing times on their financial journey. She has a wealth of knowledge in retirement, wealth planning, tax strategies and in-depth financial products, She is excited to expand her practice at RBC Wealth Management; accepting referrals from satisfied clients. Jill graduated from the Ohio State University in 1978 in Accounting. Besides a CPA she holds the Registered Investment Advisors license series 66 and a series 7. 