Jill Kaz_Web

Jill Kaz, CFP®

Financial Planner

Jill is passionate about helping people make thoughtful financial decisions aligned with their life’s goals and values. Jill’s thoughtful and engaging style aims to keep clients motivated, involved and confident. She leverages tools and resources to help clients gain clarity on where they are today, and the steps to take to get where they want to be tomorrow.

Jill is a lifelong learner who gains great satisfaction in applying her knowledge to helping people with their finances. Over the years, she has advised families in all aspects of financial planning, including investments, retirement, tax, insurance and education planning. Jill helps corporate executives optimize their employer-provided benefit plans including stock options and restricted stock strategies. She makes herself available to help widows and divorcees with cash flow planning and enjoys helping her clients’ children establish healthy financial habits as they begin their careers.

Jill loves spending time with her family and friends. She and her husband have two young adult children, who, thankfully, still enjoy hanging out with them.

Favorite Quote

“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” – Maya Angelou

Written by Jill

Does Your Company Offer A Retirement Plan? It May Now

Can I Still Get a Tax Deduction for Giving to Charity?

Leadership & Community

Grant Committee, Special Kids Foundation


BA in International Relations, University of Colorado Boulder

Professional Designations


Andrew Cohn, AIF®

Retirement Plan Advisor

Wendy Sabul-Mintzer

Operations Associate

Betsy Wellington

Client Service Administrator

Joanna Hurley

Receptionist & Administrative Assistant

Toni Bregenzer

Risk and Compliance Manager

Whitney Beswick

Operations Associate

Mark Weil, CFP®

Wealth Advisor

Lauren Ross

Manager of Investment Operations

Mary Berman

Client Service Administrator

Marcie Nach, CFP®

Financial Planner

Adam Rudolph, CFP®

Associate Wealth Advisor

Brian Wendt

Co-Manager, Client Service

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Jaclyn Simon

Co-Manager, Client Service

Jenny Jesse

Client Service Administrator

Cory Rappaport, CPA

Associate Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Michele Turner

Client Service Administrator

Lee Ford

Information Technology Manager

William M. Perry, CFP®

Senior Wealth Advisor

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Dennis Barron

Marketing & Communications Coordinator

Joseph Thompson

Associate Wealth Advisor

John Mariscalco, CFA®

Associate Wealth Advisor

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Vishaal Tummala, CFP®

Wealth Associate

Kathy Klein, CFP®

Wealth Advisor