Jill Martin
ASSOCIATE, WEALTH MANAGEMENT
Jill is the Wealth Management Office Coordinator at Choreo in Cedar Rapids, IA. She has a solid foundation in financial services, contributing a well-rounded skill set to the team, specializing in planning and executing marketing events, coordinating client meetings, and maintaining efficient office operations. Her career began in the education field, where she spent four years teaching before making the transition into the financial industry.
Before joining Choreo in late 2023, Jill built her financial services experience as an Associate Financial Advisor at Northwestern Mutual and as a Wealth Management Operations Associate at Farm Bureau Financial Services in West Des Moines, IA. In these roles, she developed expertise in comprehensive wealth planning, investment operations, insurance policy management, and providing personalized client service.
Outside of her professional life, Jill enjoys spending quality time with her family, traveling, and staying active outdoors with her husband and daughter as much as possible.
EDUCATION
- B.A., Elementary Education, University of Northern Iowa
