Jill R. Vilkama

Jill R. Vilkama

Compliance Specialist, Portfolio Administration Associate

Jill has served clients of financial planning firms for almost twenty years. She is most passionate about trading, portfolio management, and of course building and carrying on strong client relationships. Jill is well rounded with industry experience – including financial paraplanning, operational management, global and domestic securities trading, client service management, compliance responsibilities, performance reporting, and broad knowledge of related technology.


Jill has attended Augsburg College and is still expanding her education. She lives in Roseville and her most cherished moments are spent with her children and husband. Jill would love to learn how to sail a boat.