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Jill Gauger

Assistant Vice President - Estate and Trust Settlement

Background & Role

Jill is responsible for the settlement of decedents’ personal trusts and estates in our Appleton location. She works closely with family members, attorneys, accountants, investment advisors and other interested parties to provide compassionate, timely and accurate settlements of estates and/or trusts.

Prior to joining Fiduciary Partners, Jill worked as an accountant for a university and as a mutual fund accountant for a large banking and trust institution. Jill’s 9+ years of financial experience, attention to detail and responsiveness help to provide family members and beneficiaries with exceptional service during the settlement process.

Education

  • B.S., Accounting, Carroll University – Waukesha

Contact

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