Jill is a Managing Director, Wealth Advisor in the Atlanta office of Cresset and serves high-net-worth and family office clients. Jill leverages her knowledge as a CPA, as well as her 20 years of experience in running family offices to guide her clients through complex financial planning, income tax planning, trust and estate strategies, philanthropic decision-making and implementation through a variety of charitable vehicles, portfolio allocation and implementation, and specialized reporting to see the big picture of a family’s financial life. Prior to Cresset, Jill spent 10 years with Berman Capital Advisors as a Wealth Advisor and served on the firm’s Executive Management Team as Chief