Jill Curran, CFP®
Jill Curran founded Prospect Financial Group LLC in 2004. In addition to managing the firm, she works closely with clients to develop customized and comprehensive financial solutions.
Jill has 25 years of experience and training in business and financial analysis. She began her career as a management consultant to Fortune 500 financial services companies, helping these companies to use financial analysis to develop business strategies and marketing programs. After receiving her MBA at the Stanford Graduate School of Business in 1999, Jill co-founded an Internet start up and raised over $1.5 million in equity capital. In addition to developing the financial plan for the business, Jill was responsible for hiring and managing over 25 employees, establishing employee benefit plans, and managing corporate finances. Jill also managed the release of an enterprise software product, which became the sole focus of the start-up company.
Jill graduated summa cum laude from Princeton University with a Bachelor of Science in Engineering, holds an M.B.A. from the Stanford Graduate School of Business, and earned a certificate in financial planning from the Georgetown University Center for Professional Development. Jill is a CERTIFIED FINANCIAL PLANNER™, CFP®, a member of the Financial Planning Association®, and holder of the Financial Industry Regulatory Authority (FINRA) Series 65 license.
Client Service Support
Kayla provides Client Service Support, preparing account paperwork and helping clients with our technology tools. She has 6 years of administrative and management experience in the financial industry. She received her Bachelor of Liberal Arts & Sciences degree from the University of Colorado – Denver in 2011. Kayla has been assisting other advisors through VirtuAssist, LLC since 2016.