Jill Morehead is a Paraplanner* at Frieberg Financial, where she works closely with Sarah to enhance the client experience to help ensure clients receive the dedicated time and thoughtful attention they deserve.
Jill brings a unique perspective to the role, drawing from a diverse background as a local small business owner and humanitarian worker with hands-on experience in international disaster response and recovery. These experiences have instilled in her a deep commitment to service, a passion for helping others, and an exceptional ability to manage complex tasks with grace and precision.
Outside the office, Jill enjoys spending time with her dogs, family, and friends, taking in live theater, and exploring new places through travel. Her enthusiasm for adventure and personal growth was a key motivator in her career transition and continues to fuel her dedication to supporting Frieberg Financial’s clients. Her values of exploration, empathy, and excellence align seamlessly with our mission of seeing clients through life’s most important financial decisions.
*Paraplanners are not licensed, registered, or entitled to offer financial services or investment advice in any capacity