Jill F. Paul

Jill Paul is a member of our Client Service/Operations team and is based in our Green Bay office. She has over a decade of experience in the financial sector, working for both educational and financial institutions.

Prior to Heck Capital Advisors, Jill served as Assistant Vice President of Estate & Trust Settlement at a Trust Company and as a Trust Relationship Manager at a national bank. She was responsible for the settlement of decedents’ personal trusts and estates and worked closely with family members, attorneys, accountants, investment advisors, and other interested parties to provide exceptional service and guidance through the settlement process.

Jill’s experience in trust and estate law, settlement processes, and focus on compliance and regulatory requirements will play an important new role at Heck Capital. Jill will also work with the Heck Capital team to track and monitor outside assets and will be an integral part of our website access and monitoring.

Jill graduated from Carroll University with a Bachelor of Science Degree in Business Administration, with a major in Accounting. Additionally, she holds the CES^TM designation (Certified Estate and Trust Specialist) from the Institute of Business and Finance. Jill resides in in Green Bay with her husband, Josh, and their two sons. She enjoys golfing, being outdoors, and spending time with friends and family. Community involvement is also important to Jill, and she spends time volunteering at the House of Hope Green Bay, which supports young parents and children experiencing homelessness.