Who We Are
Client Operations Representative
Jill worked for Wealthquest from 2009 to 2011 and has recently rejoined the team. She has been employed in financial services positions for the last 20-plus years after earning a Bachelor’s degree in Sociology from NKU in 1994. Her experience in these roles has provided her with a wealth of experience with client communications and relations, business processing and paperwork, and vendor communications. As Client Operations Specialist, Jill’s responsibilities will primarily consist of providing reliable back office support to the entire Wealthquest administrative team and refining and/or developing procedures to help us reach our goal of providing top-notch service for our clients.
Jill lives with her husband Brian, and their two canine “kids”, in Burlington, Kentucky. In her free time, she enjoys spending time with family, walking her “kids” and socializing with her neighbors/friends in their community, baking, reading, and organizing.