Our goal is to provide highly personalized services, knowledgeable advice, and professional asset management.
Jill holds a bachelor's degree in business administration from Missouri Southern State University, and was granted her certificate as a Certified Public Accountant in 1987 from the Missouri State Board of Accountancy. She is a graduate of the Cannon Financial Institute Trust School, and holds a Chartered Retirement Planning Counselor designation from the College for Financial Planning. Prior to joining CBT in 2009, Jill gained valuable experience during her twenty years with a local public accounting firm. She and husband, Richard, married in 1978 and raised two sons in the Joplin area. If you have any questions regarding trusts, feel free to contact Jill at 417-455-8268.
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