Jill Penman, Manager of Client Services for the Great Lakes Practice of Strategic Retirement Partners (SRP), has over 30 years of experience in the retirement plan industry. Jill is responsible for client relationship management, strategic consulting support and delivery of services to our valued clients.
Before joining Strategic Retirement Partners, Jill was employed by White Oak Advisors, LLC, Principal Financial Group, Fifth Third Trust Company, Coopers & Lybrand, and Ball Corporation; always working with Retirement Plans.
Her experience includes working with clients in all aspects of their defined contribution, defined benefit, ESOP and non-qualified plans. Providing support to assist clients in identifying their retirement plan objectives and goals and making sure their documents reflect their intentions is key to her responsibilities.
She is consultative in approach and eager to be a resource for her clients. Honesty, accuracy and passion in helping clients are her objectives.
Jill received a bachelor’s degree in Financial Planning from Purdue University in Lafayette, IN and currently holds the FINRA Series 7, 66 and 63 licenses.*
*Series 7 and 63 registrations held through LPL Financial. Series 66 registration held through WELLth Advisory Services and LPL Financial.
