Jill Moore

With more than two decades in the financial services industry, Jill Moore has built her career on clarity, collaboration, and a genuine commitment to her clients’ goals. She takes a big-picture view, helping clients identify priorities, create a clear plan, and work alongside her Penstar partners to bring that plan to life. Jill’s specialty is in group benefits and group investments, but she thrives in orchestrating the entire financial strategy, so her clients feel like the CEO of their finances—with her as their trusted CFO.

Jill is known for making complex financial topics simple, breaking down big goals into easy, actionable steps. Her approach is intentional, holistic, and authentic, sharing from real-life experience so clients feel empowered, not mystified. She’s responsive, deeply committed, and often more invested in achieving her clients’ goals than they are.

Her career began in banking, but she quickly realized that being tied to a single institution limited her ability to put clients’ interests first. She moved into independent advising so every client, not just the high-net-worth, could access the same quality of information and opportunities.

Outside of work, Jill has volunteered for her son’s volleyball club and supports local causes like the Sunnybrook Farm Museum. She describes herself as an “extroverted introvert”—someone who thrives on connection but loves a quiet moment with a good book and a cup of tea.

“They say two things in life are guaranteed: death and taxes. I believe there’s a third—change. Life will always be evolving; it’s where growth can happen. If better is possible, is good good enough?”