Jill Ward

CFP^®, CTFA

Wealth Advisor

Her first job as a sales associate in a Geneva, Illinois tea and spice shop taught Jill that listening is the cornerstone of customer service. Because the shop owner had difficulty speaking, Jill often would step in as translator, interpreting what customers had trouble understanding. She says, “It was a great learning experience, teaching me patience and understanding."

Jill has been applying that same customer service skill set to her roles at the company. Listening and understanding her clients’ needs helps Jill make a lasting difference in their lives.

Jill earned a BA in economics from the University of Illinois and is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Trust and Financial Advisor (CTFA). She is a member of the Financial Planning Association and has over 25 years of experience in the industry.

An avid nature-lover, when Jill isn’t working, she can be found outside gardening, exploring our national parks, tending to her vineyard, or enjoying relaxing evenings on her patio sipping wine with her husband. “I can’t let a nice day go by without spending at least a part of it outdoors!”

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.