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

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

Leadership & Community

Grant Committee, Special Kids Foundation

Education

BA in International Relations, University of Colorado Boulder

Professional Designations

CERTIFIED FINANCIAL PLANNER™

Mark Weil, CFP®

Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Betsy Wellington

Client Service Administrator

Whitney Beswick

Operations Associate

Michele Turner

Client Service Administrator

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Lauren Ross

Investment Operations Analyst

Barry Spitzer

Business Development

Lindsay Pflug

Manager of Training & Process Development

Tom Buhrmann, CIMA®

Wealth Advisor

Ben Smith, CFP®

Wealth Advisor

Vishaal Tummala

Wealth Associate

Brian Wendt

Client Service Administrator

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Adam Rudolph, CFP®

Associate Wealth Advisor

Lee Ford

Manager of Operations & Client Service

Toni Bregenzer

Manager of Risk & Client Service

Joanna Hurley

Receptionist

Dennis Barron

Marketing & Communications Coordinator

Jaclyn Simon

Client Service Administrator

Kurtis Fluck

Investment Operations Analyst

Marcie Nach, CFP®

Financial Planner

Gabrielle Wagor

Receptionist & Administrative Assistant

Kathy Klein, CFP®

Wealth Advisor

Jarodd White

Wealth Associate