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

It’s Time to Review Your Beneficiary Designations

What’s All This Fuss I Keep Hearing About RMDs?

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


Cory Rappaport, CPA

Associate Wealth Advisor

Brian Wendt

Co-Manager, Client Service

Lee Ford

Information Technology Manager

Jenny Jesse

Client Service Administrator

Jaclyn Simon

Co-Manager, Client Service

Lauren Ross

Manager of Investment Operations

Lindsay Pflug

Manager of Training & Process Development

Marcie Nach, CFP®

Financial Planner

Kathy Klein, CFP®

Wealth Advisor

Matthew Cox

Operations Associate

Adam Rudolph, CFP®

Associate Wealth Advisor

Merrick Singer

Client Service Administrator

Toni Bregenzer

Risk and Compliance Manager

Joseph Thompson

Associate Wealth Advisor

Joanna Hurley

Receptionist & Administrative Assistant

John Mariscalco, CFA®

Associate Wealth Advisor

Vishaal Tummala, CFP®

Wealth Associate

Mary Berman

Client Service Administrator

Wendy Sabul-Mintzer

Operations Associate

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Andrew Cohn, C(k)P®, AIF®

Retirement Plan Advisor

Michele Turner

Client Service Administrator

Betsy Wellington

Client Service Administrator

Gabrielle Wagor

Marketing & Events Strategist

Christina Cartes

Operations Associate