Jillian serves as Lead Operations Specialist at Legacy Wealth Group, where she plays a vital role in supporting advisors and delivering a seamless client experience. With a strong focus on client support, document processing, and administrative operations, Jillian is known for her organization, efficiency, and attention to detail.
Jillian began her career in the financial services industry in 2019, bringing with her several years of experience as a legal assistant. This background helped her develop a deep understanding of complex documentation and a meticulous approach to her work. She holds a Bachelor of Arts in English from Eastern Oregon University.
A natural people-person, Jillian is recognized for her friendly, engaging demeanor and her dedication to both clients and colleagues. She takes pride in building meaningful connections and ensuring that every interaction is handled with care and professionalism.
Originally from Washington State, Jillian has called Arizona home since 2019. Outside of the office, she enjoys spending time with her husband, Corbet, and their four children. She loves being outdoors, whether it’s taking walks, swimming, paddle boarding, or soaking up the sun. Jillian also enjoys reading, working on puzzles, and staying socially connected with friends and family.
