Jill is our insurance expert. With over a decade of experience in Property and Casualty insurance, she has specialized in recent years in Life and Long Term Care insurance. Jill’s expertise in the industry makes understanding insurance, and what is right for you in your life planning components, easy to understand.
Jill is also our Marketing Events Manager with responsibilities including event planning and philanthropic projects. With more than 20 years’ experience as a Senior Event Manager for the likes of Pixar and Autodesk, logistics are her forte. She understands client needs and assures special events are just that.
In her free time, Jill is an avid horsewoman, and also attends a daily Cross-Fit class. She has two adult daughters and two grandchildren.
You may often see Jill with her little dog, Lucy, who is also a very big part of Jill’s life, and also the rest of the Putney Team.
The Putney Financial Group LLC
100 Smith Ranch Road
Suite 110
San Rafael, CA 94903
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The Putney Financial Group LLC Relationship Summary
Securities are provided by Arete Wealth Management, a registered broker-dealer located at 1115 W. Fulton Market, 3rd Floor, Chicago, IL 60607, and a member of FINRA/SIPC. Securities are held in custody for your account by Pershing LLC, a subsidiary of Bank of New York.
