CJ&A brings Smart financial advisor on board

From the desk of Chuck Jones:

Sept 09, 2009. I am excited to announce the addition of our newest associate, Jill Smart. Jill is a licensed Financial Advisor and previously spent over twenty years in retail operations and management. After losing her mother, a business owner, unexpectedly, Jill served as her mother’s Personal Representative. Jill SmartShe knows first-hand the consequences of failing to plan and was inspired to help other families avoid the financial and emotional situations that she has been required to resolve.

Jill will be working to assist both existing and new clients on their estate planning as well as their overall planning. She will also be available to back up both Sheri and Jackie so they can get some time away.

So, with Jill here we can now allow Sheri to take some time off! She will, therefore, be out of the office September 7th through 11th, taking a well deserved vacation… Jill will be available to take her calls. The following week, September 14th through 18th, Jackie will be taking a week off.

Please join us in welcoming Jill to the Chuck Jones & Associates team! She is looking forward to meeting all of you. (503) 291-1313.

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