Jill Klein serves as the Office Manager at Veritas Legacy Wealth. With a background and degree in Social Work, Jill brings a unique blend of compassion and organizational skills to the role of Office Manager. As a key contributor to our launch as an independent wealth management firm, she continues to connect our team and clients with essential resources, helping us provide excellent service to all our clients. Jill enjoys planning impactful events for both our team and clients, making our community feel loved and appreciated.
Her greatest accomplishments are her two children, Emily and Jack. She is their biggest cheerleader and can be found in the bleachers and at concert halls enjoying every minute of their busy schedules!