Education & Certifications
BBA, UW Whitewater, May 1984
Institute for Employee Benefit Plan, Philadelphia, PA 1984
Investment Adviser Representative License (Series 65)
Jill Stock
Financial Education Advisor
Jill started retirement planning in 1984 by entering and completing a certification program in Employee benefit planning in Philadelphia, PA. She worked in the field in a law firm, a bank trust company and an employee benefit recordkeeper for 15 years. She ran a business for several years while raising her 4 children. She is privileged to use her skills to help employees to maximize their financial picture now and build toward
a successful retirement.
She also enjoys spending time with her four grown children who all live in the Milwaukee area, and other family and friends, especially while playing golf, hiking, biking and anything outside.
Industry Start Date:
1984
Spectrum Start Date:
2025
Fun Fact:
Jill owned a personal training business for many years while she was raising a family. She still is active in strength training and fitness.
Embodying Spectrum’s Principles
Our job is to listen and understand you. Listen to what you need, what your goals are, help you understand your retirement benefits and use this to create a clear financial plan. We meet with employees regularly and with every meeting, we try to help you build your knowledge and confidence in your finances and investments for now and into your retirement.
We are a fiduciary. We have the responsibility to do what is best for you and your future.
This is who we are. Wherever you are in your financial education and timeframe, we
will work with you for your future with integrity and honesty.