Jill Schade is one of the founding partners and Chief Branding Officer for Arbor Wealth. She has over 20 years of client experience, team management and service knowledge. Jill plays a vital role for our team by maintaining the culture, supporting our team through the onboarding of new clients, and maximizing resources to make sure our client experience is the best in the business. She maintains the flow of information between our managers, which includes strategic partners, to maintain seamless support and always looks to improve procedures for our team and our valued clients throughout the financial planning process.
Originally from Massachusetts, born in Boston and grew up in Foxboro, she moved to NC in 1998. She lovingly calls the Triangle area her home, with her husband Matt and two sons, Tim and Ben. Tim age 25, a former D1 swimmer with Arizona State and finished his Masters in 2020 at her alma mater Springfield College in Massachusetts, is currently serving in the US Army. Ben age 20, is a D1 soccer goalie due to graduate from Gardner Webb University in May and looks to pursue his MBA. If you go in her office you will see every stage of their lives, so far, in pictures. She says Mom has been her favorite role in life.
While living in NC for many years she still maintains her mildly obsessive love for all sports in New England and has adopted the Carolina Hurricanes as her local favorite. She especially loves spending time with her friends and family. Jill also loves to walk her 2y old GSP, Harper, and is an avid fitness enthusiast.