As Trust Officer with Northwest Trustee & Management Services, Jill works with clients, families, and professional advisors to provide clear guidance and help clients navigate complex matters with clarity and confidence. She takes a client-focused approach, emphasizing trusted relationships, thoughtful communication, client education, and attention to detail.

Before joining Northwest Trustee, Jill was a Financial Advisor, helping individuals and families with comprehensive financial planning, wealth management, and estate planning coordination.

Jill earned a Bachelor of Science in Psychology from Santa Clara University and an MBA in Finance and Organizational Behavior from Loyola Marymount University. She is a Certified Financial Planner® professional.