Attorneys

Associate

Helping plan for a prosperous future. Jill brings some six years experience as a financial planner and investment advisor to bear in helping her clients plan their estates, arrange for smooth business succession, and minimize personal and corporate taxes.

“During my prior career as a financial advisor, I often met with families who had no estate plan in place to pass their assets on to the beneficiaries of their choice, individuals who were missing out on available estate tax advantages due to the lack of planning, and small business owners who had no succession plan in place to allow them to retire and cash out of their business. Now, I enjoy helping those individuals and families plan for their future."

“I help point out options to my clients that they may have overlooked. Additionally, I help them discover the most advantageous method and solution to accomplish either their estate planning goals or business objections."

Junior League of Phoenix, Member
Phoenix Rescue Mission, Board of Directors
State Bar of Arizona, Member