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, is a Corporate Registered Investment Advisor, 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 a financial advisory and 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.