Jillian received her B.S. degree from SUNY Geneseo and was awarded her MBA by Saint John Fisher College. She holds the designation of Certified Divorce Financial Analyst® (CDFA®) from the Institute for Divorce Financial Analysts. She holds a Series 6 and 63 Securities License through Equity Services, Inc., holds Life, Disability, Long-Term Care & Health Insurance Licenses and holds Variable Insurance Licenses for Life & Annuity Products. She also is collaboratively trained and recognized by the International Academy of Collaborative Professionals.
Jillian serves as an expert witness in court when needed. She also presents Financial Education Classes on a quarterly basis to the public.
She is honored to be the exclusive Employee Assistance Program CDFA® at the University of Rochester and its subsidiaries. Jillian also has a partnership with Finger Lakes Women In Transition (WIT) where she volunteers her time giving presentations on financial matters to women affected by divorce.