Jill Vilkama

Chief Compliance Officer & Operations Manager

Jill_Vilkama_Portrait

Jill Vilkama

Chief Compliance Officer & Operations Manager

About Jill

Phone: 952-885-9088

E-mail: jill@birchwoodfp.com

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Jill Vilkama is Birchwood's Chief Compliance Officer and Operations Manager. She oversees compliance for the firm's investment adviser operations and works diligently to help our office remain compliant with the current laws and regulatory requirements in our ever-changing financial industry.

As Operations Manager, Jill is responsible for the systems integration and data management of the various software programs the Birchwood team uses. She brings to the team experience in client services, RIA compliance, trading, and model and cash flow management.

Jill lives in Roseville and finds herself fairly busy with three kids at home and her dog Chester. She enjoys spending time outdoors when she can especially on any Minnesota lake. Jill loves to walk along Lake Como and the St. Croix River in Stillwater.

CERTIFICATIONS

Series 65 License

EXPERIENCE

Jill has always had a fascination with investments. As she has gained experience in the financial industry, she has really come to appreciate how complex it all is

She has 20 years experience in the financial planning industry, including roles in portfolio administration and compliance.

EDUCATION

Augsburg College

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