Jill leads and oversees all advisor onboarding and transition activity. She is a trusted partner to advisors moving complex, multi-million-dollar books of business, coordinating seamlessly between advisors, clients, custodians, and internal teams to ensure a smooth, efficient, and hassle-free transition. With experience spanning both operations and compliance, she supports advisors through regulatory reviews, audits, and ongoing oversight, which allows them to stay focused on their clients while she manages the details that make independence successful.