Jill recently joined Wiessner, Winters & Schwab Financial Strategies Group of Wells Fargo Advisors in 2019. Her attention is primarily focused on investment planning and performance reporting. Prior to joining the team, she spent the last 5 years working as a Registered Client Associate at 3 different investment firms, including Wells Fargo Advisors. She has a MBA from the Carlson School at the University of MN, and holds her Series 7 and 66 securities registrations as well as her life and health insurance licenses.
For Fun: Outside the office, Jill enjoys spending time with her husband, Mark, and her two adult daughters. Weekend trips to the cabin give her time to be outside enjoying the many splendors of northern Minnesota!
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