Get to Know Fern Partners
With two decades of experience working at two of the world's leading financial institutions, Jill founded this practice to help individuals and companies achieve financial growth.
The company approach centers on financial education that is accessible and systems that are practical, so that they actually work in the day-to-day world. Say goodbye to strategy on a shelf or plans that stop working after a few months. Let's build something that lasts.
The Insider Advantage
Jill spent 23 years in commercial and corporate banking at JPMorgan Chase and Wells Fargo before founding Fern Partners. This tenure provided her with a masterclass in driving revenue, managing risk, and executing at-scale.
Today, Jill is an Accredited Financial Counselor® candidate and applies these same principals to personal finance.
Whether we are working with a global company, a small business owner, or an individual the approach is consistent.
Fern Partners will understand your objectives, build a realistic execution plan, implement sustainable routines, and help you achieve your financial objectives.
The Fern Partners Mission
We help individuals and companies achieve their financial goals.
Our work centers on financial principals that are foundational and tested, and routines that are practical and sustainable.
- Practical: works within the reality of your day-to-day life
- Sustainable: we help you implement routines and habits that stick
- Measurable: we love analytics and will help you set quantifiable goals
Want to Learn More?
We offer a FREE discovery call and we'd love to talk.
Let's connect on your financial goals and determine how we can help you achieve them.
Let's Chat