About
Jill provides direct support to clients and advisors. With extensive experience in the financial services industry, she has a wide range of experience working with clients at all complexity levels, including ultra-high net worth. She is passionate about developing and maintaining long-term, personal relationships with clients and delivering an exceptional client experience.
Education
Ohio Wesleyan University
Bachelor of Arts in Political Science (1997)
Dave Lightner
Founder
T.J. Gliha
President & CEO
Lauren MacLaren
Senior Vice President, Family Wealth
Pete Franz
Chief Investment Officer
Anthony Gargano
Senior Vice President, Operations
David Olson
Senior Vice President, Wealth Management
Adam Bruderly
Senior Vice President, Head of Learning & Development
Michael Baker
Vice President, Wealth Management
Dan Romic
Vice President, Wealth Management
Bryan Costin
Vice President, Wealth Management
Amy White
Director, Client Service
Jim Myers
Director, Wealth Management
Jack LaLiberte
Manager, Investments
Amber Moran
Manager, Client Accounting
Nick Paterniti
Senior Associate, Wealth Management
Karen Ksiezyk
Senior Associate, Client Accounting
Barb Spehar
Associate, Client Service
Charlie Hruby
Associate, Wealth Management
Jacquelin Hollan
Associate, Client Service
Mitchell Knotek
Associate, Wealth Management