Designations and Licenses

Jillian holds the Chartered Financial Consultant^® designation.

Experience and Education

Jillian creates comprehensive wealth plans for clients to help them reach their goals. Prior to joining Mariner, she was a client service associate for Granite Investment Advisors.

Jillian has a bachelor’s degree in business administration with concentrations in marketing and event management from the Massachusetts College of Liberal Arts. She also has a master’s degree in finance with a concentration in financial planning from Purdue University Global.

Personal Interests

Jillian has a passion for animals and is a foster parent for her local humane society. She enjoys photography and traveling.