Jill Happold

Paraplanner, Financial Professional

Jill comes from a background in retail management and excels in building relationships. She works closely with clients to set goals and build strategies that will help provide the lifestyle that they hope for.  As someone with a passion for learning, she strives to help her clients better understand their own finances and to give them the tools and knowledge to prioritize their finances to help them reach their financial goals. Jill specializes in group benefits, life and health insurance, and retirement planning. 

Jill loves to travel and considers the beach to be her happy place.  Her dream is to take her family on a long beach vacation.  She also enjoys exercising and spending time watching her children play softball and basketball.

Registrations and Awards: 

  • Series 6 and 63

 

 

 

1697668-072021

 

Phone 402-434-8050
Fax 402-434-8051