Jill Strampel

Background

About Jill Strampel

Helping CPA's, EA's, and tax professionals add and build great independent financial services to their tax practices. I implicitly understand the looming deadlines, excessive tax client requests and the requirement to keep a tax practice separate from a financial practice. Driven to build lasting relationships with more than 120 independent offices that have chosen to join the West Region with Cetera Financial Specialists, I work to give advisors access to all the strategies, solutions, training and support that they need to run their practices as efficiently as possible. I take the time to understand each offices’ individual structure and business goals in order to help create and actually implement objective and customized strategies to reach their goals. Currently, I work with both established tax/financial practices helping them move forward toward their goals, as well as working with established tax practices that are just starting to navigate the process of adding financial services.