Jill Allagood, CFP®, CPA

jill

Jill joined CPFA as a Senior Advisor in 2007.  She has more than 20 years of wealth management, financial planning and financial analysis experience working with wealthy individuals, families and corporations.

Prior to joining CPFA, Jill was the Director of Financial Planning for The Tarbox Group, a California wealth management firm.  She also provided financial consulting services to hospital physicians at Per-Se Technologies and served as Director of Finance at PMI- Delta Dental.  Jill began her career at Arthur Andersen & Co. in Dallas.

Jill earned a BBA in Accounting from the University of Georgia and a MS in Taxation from California State University.  She is a member of the Financial Planning Association and the American Institute of Certified Public Accountants.

Jill’s hobbies include baking and gardening. Since relocating to altitude, however, her success with these has been quashed by thin air and cold climate. She is now searching for new hobbies.

Colorado CPA Number 35022