Jill Cook

Licensed Assistant

Jill Cook is a registered assistant for Josta Greenwood & Kari Lupton, with 10 years experience in the Financial Services industry. She provides the Financial Planners with investment and insurance administrative and client services support.

She is working towards her Certified Financial Planner designation and is looking forward to working with all of the clients, as well as helping families attain their goals and dreams. She is focused on providing clients with the understanding and knowledge they need to make the best decisions for their future.

With a business background and years of customer service experience, she is ready to bring an innovative and professional approach to clients. She believes that hard work and a positive attitude go a long way in life and will incorporate that when helping clients with their investments, insurance and planning.