Client Service Associate

Jill Trentch is a graduate of Plymouth State University. She has been working in the tax and finance field for the past twenty years. As a Client Relationship Specialist, she supports the team members and addresses the operational needs of the clients. She is the team liaison for the brokerage custodians in establishing new accounts and continues to assist clients with their ongoing administrative needs.  In addition to her work at Allegra Financial Jill enjoys to read, travel and spend time with her family.