Jill joined Argos Family Office in 2014 and has held several roles in Tax and Financial Services. She is currently Director, Client Services. In her role, Jill oversees the relationship with a select number of our client families. She facilitates their meetings, manages their liquidity, and collaborates with other team members to ensure the completion of their goals.
Jill enjoys working alongside other talented professionals from various specialties using her tax background to take a comprehensive approach to reaching unique family goals. Seeing the full cycle of our multi-generational families’ complex financial worlds makes Jill’s job interesting and challenging.
Prior to joining Argos Family Office, Jill was a staff and senior tax associate for PwC for over 4 years.