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. |