Jill Burgtorf is the Director of Operation and Client Service. She is a graduate of Clemson University with a lengthy and rich customer services and operation career.
Having a career that spans from being a General Manager for a pet crematorium chain to owning a contemporary furniture store, Jill is gifted at working with people no matter the situation. She brings a levelheaded thoughtful approach and high-level communication skills to every task she works on for our team.
Jill really is a tremendous client advocate, so please reach out to her if you need help with anything. If she does not have the answer at her finger-tips, she will find a way to get you your answers!
- Delivers Excellent Client Service, Support & Operations
- Schedules Visits with Faye & Angie
- Coordinates Educational and Fun Events
We are committed to delivering only premium quality comprehensive financial services to our clients. We will work through the process to identify your needs and goals, and put your plan into action.
Monday – Friday
from 9:00 to 5:00