meet the team
You can count on the Fortis Wealth team to keep up with your life every step of the way. Our highly accomplished staff possesses deep expertise across multiple disciplines, including accounting, tax, finance, law, risk management and business succession planning. Our technical expertise, compassion and listening skills allow us to provide a superior partner client experience.
Family Office Advisor
Jill is a tenacious problem solver and has seemingly unlimited energy and determination. As a Family Office Advisor, she provides several family clients with accounting and concierge services. She also supports the daily activities and growth of the Fortis Capital Real Estate Fund and the Fortis Advisory team. Jill has been with Fortis since 2013.
Jill makes those around her instantly feel comfortable. Her genuine desire to get to know people, resourcefulness and compassion are evident in everything she does. However, it’s her contagious smile and infectious laughter that make a lasting impression. Outside the office, Jill gives back to the community by supporting local charities like the Ronald McDonald House and the Laurel House.
“I joined Fortis because I wanted to work at a place with trustworthy, caring, sincere people who would listen and support my desire to learn. The atmosphere is very welcoming. Family comes first here – from our clients’ families to our own.”