Financial planner Northwest Ohio

Jill leads risk assessment analysis and wealth planning processes for Trilogy Wealth Advisors. She is a regular speaker on financial planning issues, and the co-author of the book, “Building a High-End Financial Services Practice,” published by Bloomberg Press.
In addition to her work with private clients, Jill has been actively involved in working with industry leaders to improve the financial services industry. She was elected to serve as Chairperson for the FINRA Chicago Business District Committee; she