Who We Are
Client Services Associate
Jill joined the Linea Private Wealth Management team in 2022 as a Client Services Associate. She brings over 20 years of highly efficient office support to Linea. In this role, Jill is critical in building and maintaining our internal processes, including client onboarding and facilitating client requests and inquiries. Additionally, Jill manages client account documentation, helping to ensure an exceptional experience for the firm’s clients and team members.
In her free time, Jill enjoys spending time with her two children and their dogs, new culinary experiences, reading, creating memorable adventures for the family, and vacationing at the beach.