With a broad range of experience in the financial planning industry and her naturally friendly, open personality, Jerrilyn is not only the perfect team member, ready and willing to help, she’s also the quintessence of Capital Partners. Even the way Jerrilyn’s expertise has evolved and diversified mirrors our team’s evolution into the complete financial planning partner.
Jerrilyn joined us from another boutique financial planning firm. Starting out in admin, she rapidly developed her role with her previous employer, taking on a plethora of client management and new business responsibilities, ultimately becoming a financial services officer. This experience proved to be the perfect foundation for Jerrilyn’s move to Capital Partners.
Now, firmly established at the heart of our team, her caring, helpful personality and innate ability to connect with people make her a trusted font of knowledge and support for our clients, as well as her colleagues. Nothing gives Jerrilyn more satisfaction than helping clients understand an issue or deal with some paperwork, or simply taking an onerous task off their hands.
If you’ve got a question, chances are Jerrilyn has – or will find – the answer.