Jill Israel works with professionals, business owners, retirees, and families seeking guidance as they make important financial decisions. She helps clients develop strategies designed to support wealth accumulation, preservation, and transfer while aligning their resources with their long-term financial objectives.
Drawing on extensive experience in wealth management and retirement planning, Jill helps clients coordinate investment management, cash flow strategies, tax considerations, and estate planning into a cohesive financial plan. She works with clients to simplify financial complexity and navigate major life events such as retirement, inheritance, divorce, the loss of a spouse, and career changes.
Jill is particularly passionate about helping women become more engaged in their financial planning and decision-making. Through proactive guidance and ongoing collaboration, she helps clients make informed decisions, stay focused on their priorities, and maintain confidence in their long-term goals.
Areas of Focus
- Retirement Distribution Planning
- Investment Management
- Financial Planning for Women
Professional Credentials
- CERTIFIED FINANCIAL PLANNER® Professional
- Accredited Investment Fiduciary® (AIF®)
- Certified Retirement Counselor® (CRC®)
- Certified Plan Fiduciary Advisor® (CPFA®)
- FINRA Series 6, 7, 24, 63, and 65 registrations
Professional Involvement
- Financial Services Institute
- National Association of Plan Advisors
- CRC® Practice Analysis Review Committee
Outside the Office
Jill lives in Galena, Ohio, with her husband, Dave, their two sons, Alex and Austin, their dog, Bella, and their cat, Hops. She enjoys spending time with family and staying involved in sports, Scouting, church activities, and community events.