Jill Isbell
CFP®
Wealth Advisor, Managing Director
Jill is a Senior Wealth Advisor at HTSW and a Certified Financial Planner who dedicates herself to provide customized strategies that address unique financial needs of every client.
With her Bachelor’s degree in Accounting from the University of Colorado, Jill started her career as an accountant and advanced to Controller within an international intellectual property services firm. She transitioned to financial services in 2007 and earned credentials to become a Financial Advisor with T Rowe Price. Timing couldn’t have been worse for a move to the investment industry. She can joke now about the “crash course” that 2008 delivered on the stock market. She learned valuable lessons from that crushing experience, persevered and continued her professional development with Edward Jones, LPL, and Charles Schwab.
After earning her CFP designation, she launched her own independent practice, delivering boutique-level financial planning services to clients navigating life events - like divorce, retirement, loss of a partner, changes in income, marriage, starting a business, or growing a family. Her foundation in accounting and tax planning is an advantage to clients who could benefit from the incorporation of tax strategies into financial plans.
Jill believes that everyone should have access to reliable financial planning guidance. As leader of an all-women team, she finds it especially rewarding to help women make critical financial decisions through death and divorce. She is proud of long-term relationships with her clients who trust her team to put their interests first. Jill is a fiduciary, fee only, financial advisor. Her fundamental objective is to help clients use money as a tool to enjoy life today and plan responsibly for tomorrow. She offers affordable and transparent fee structures and does not work for commissions.
Originally from California, Jill came to Colorado in 1996 and found home in the beauty of its mountains. She is the proud mother of twin boys who are always her number one priority. Besides exploring Colorado, Jill also enjoys gardening and creating memories with friends.
Dedicated to her community, Jill serves several business and charitable organizations, most notably as President of the Pikes Peak Chamber of Commerce and Past President of the Pikes Peak Lions Club. Relentless as both student and educator of her craft and striving to be the best in her business, she is a valuable resource to her adopted hometown. Through every client relationship, Jill feels privileged to serve during critical and sometimes difficult moments of their lives.
Professional Designations, Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER (CFP)
