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Jill Grieveson

Jill is the Paraplanner for PFPI. She attained her CFP certification in 2005. As a paraplanner, Jill organizes the client information gathered by the financial planner so that PFPI can create a comprehensive plan for the client. She works closely with the financial planner on both the plan and subsequent client updates, discussing the effects of the differing scenarios for each plan and adjusting them as needed.

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 and working as an Office Manager for PFPI, as well as her varied course work, provide the basis for the insight she brings to the plan preparation.

 

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