Jillian Carlson, IACCP®, AIF®

Chief Compliance Officer
Regulatory Affairs Manager
Senior Leadership Team

Jillian Carlson IACCP®, AIF® Senior Leadership Team

“Each day since we started this firm together 17 years ago, we have always focused on our clients. I think our clients would describe us as dialed-in, committed, competent, caring and passionate. I count myself very fortunate to work with such a dedicated team of colleagues.”

Jillian was on the team that started the firm in 2005. Today, she is the firm’s Chief Compliance Officer, a shareholder and a member of the firm’s Senior Leadership Team and Operating, Investment Management and Risk Committees.

Every client of the firm is served by a six-member wealth management team and she serves on every client team. Prior to joining the firm, Jillian worked at the tax practice of Bernard & Stallman, CPAs as a tax preparer.

Jillian Carlson IACCP® | Background

Jillian received her Bachelor of Science in Business Administration, magna cum laude from Devry University and her Master of Business Administration from Keller Graduate School of Management.

Jillian has completed a CFP® Board-registered certification educational program to earn the CERTIFIED FINANCIAL PLANNERTM designation.

Jillian Carlson IACCP® | Professional Accreditation

Jillian Carlson IACCP® | Education

  • Postgraduate Diploma in Financial Planning
    New York University
    School of Professional Studies
  • Master of Business Administration
    Keller Graduate School of Management
  • Bachelor of Science in Business Administration, magna cum laude
    DeVry University
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