Jill Grieveson

Currently Jill provides bookkeeping services to PFPI and is a back-up for the Office Manager and Paraplanner. She has previously held the positions of both Office Manager and Paraplanner. Her past experiences in these positions provide the knowledge and skills needed to act as a back-up for both positions, on an as-needed basis.

Jill has a B.S. in Accounting from the University of South Africa, course work towards a Masters in Taxation with the Barney School of Business, University of Hartford, and has completed her course work from the College of Financial Planning as well as her required business experience for her CFP certification. Her experience of owning and operating a small business bookkeeping service, providing services for a variety of non-profit organizations, as well as her course work, provide the basis for the insight she brings when providing services and back-up fnctions for PFPI.