Broker Check
Jill Phillips, CLTC

Jill Phillips, CLTC

Partner/COO

Jill Phillips joined Hyer Financial Services as a partner in May of 2023.  Jill has over 20 years of experience in the insurance industry.  She started her journey as an agent working with a company that specialized in the senior market.  This is where she developed her passion for helping people get to and through retirement.  She has extensive experience in helping retirees protect their retirement savings and income from catastrophic health care costs through Medicare and long-term care planning and protection of retirement savings from the ups and downs of the market.  

Jill doesn’t just work with retirees.  Prior to her insurance career, she was a small business owner.  She knows the struggles of owning and operating a business and the many hats one must wear.  She understands that more often than not business owners put their personal life on the back burner.  This is where she can come in and help you get your retirement plan off the ground so you can stay focused on your business.

When asked who her perfect client is, “Honestly, my perfect client is someone I can connect with on a personal level.  I want our clients to feel comfortable so they can ask questions without judgment.  I have clients in their early thirties and I have clients in their nineties.  I have clients who are just getting started with their retirement savings and I have high net worth clients.”

Jill was born and raised in the northern panhandle of West Virginia.  She attended Fairmont State College where she studied Interior Design and became a member of the Phi Mu Sorority.  Jill and Jim met at Fairmont State College and have been married for 35 years and have raised 3 successful adults.  When not talking business, Jill enjoys spending time with their grandchildren, swimming, entertaining friends and spectator sports.   They reside in Botetourt County with their Labradoodle “Mabel” and nine chickens.