Jill Bourbeau

Jill is our team's Insurance Coordinator working to setup and process all incoming insurance & annuity business.  She prepares all applications for the advisors and clients in preparation for new accounts. She also assists in working on any and all insurance service related needs for clients.  She works to ensure that client's needs with forms, changes, and any additional insurance service needs are met.

Jill Resides in Worcester, MA with her 2 son’s, their dog and 2 cats. Jill loves spending time with her family, including hiking with the boys and participating in anything the boys are “into” at the moment!