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

Education

BA in International Relations, University of Colorado Boulder

Professional Designations

CERTIFIED FINANCIAL PLANNER™

Jaclyn Simon

Senior Client Service Administrator

Betsy Wellington

Client Service Administrator

Mary Berman

Client Service Administrator

Adam Rudolph, CFP®

Associate Wealth Advisor

Toni Bregenzer

Manager of Risk & Client Service

Vishaal Tummala, CFP®

Wealth Associate

Dennis Barron

Marketing & Communications Coordinator

Joanna Hurley

Receptionist & Administrative Assistant

Tom Buhrmann, CIMA®

Wealth Advisor

John Mariscalco, CFA®

Associate Wealth Advisor

Michele Turner

Client Service Administrator

Wendy Sabul-Mintzer

Operations Associate

Lindsay Pflug

Manager of Training & Process Development

Marcie Nach, CFP®

Financial Planner

Brian Wendt

Senior Client Service Administrator

Joseph Thompson

Wealth Associate

Kathy Klein, CFP®

Wealth Advisor

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Mary Ann Sendik

Client Service Administrator

Cory Rappaport, CPA

Wealth Associate

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Whitney Beswick

Operations Associate

Andrew Cohn, AIF®

Retirement Plan Advisor

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Mark Weil, CFP®

Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Lauren Ross

Manager of Investment Operations

Lee Ford

Manager of Operations & Client Service