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Jill is a Client Services Manager of Private Client Services at First National Bank Wealth Management. Her primary responsibility is assisting Wealth Advisors in the delivery of services, products and solutions to clients. She serves as the daily guide for clients to access Wealth Management resources.
Jill joined First National Bank in 2006 and has worked in the financial services industry since 2002. She holds her Series 7 & 66 securities licenses and is a Chartered Retirement Planning Counselor (CRPC®). Jill earned her Bachelor of Science in Business Administration degree 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.
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.
Investment products are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value
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