Administrative Assistant
Jill Schroeder has been with Weber Financial since 2001. She specializes in client relations, strategies for financial planning, and case design. She has bachelor’s degree in Health Sciences, as well as, a master's degree in Education. She also maintains licenses in series 6, Life/Health, and Property/Casualty. With these qualifications, she is committed to keeping her clients informed, and serving in the best interest of their financial needs.
Securities offered through CreativeOne Securities, LLC Member FINRA/SIPC. Weber Financial and CreativeOne Securities, LLC are not affiliated .
Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
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