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Jill Hofknecht

Client Service Associate

Client Service Associate

Jill Hofknecht

Client Service Associate

Jill Hofknecht joined the Planning Capital team in March of 2019 as a Client Service Associate and ever since has been bringing her warmth and friendliness, or as Senior Financial Rick Bell puts it, her ability “to smile over the phone”, to her daily interactions with our clients. Jill is the first point of contact for anyone reaching out to our team.

With dual degrees in Sociology and Philosophy from the University of Delaware, it’s no surprise that Jill’s skill in writing comes into play daily when it comes to improving client communications. After spending ten years developing her own successful e-commerce business as an apparel designer, retailer, and wholesaler before joining our team, she now serves as the organizational and administrative backbone for our day-to-day account maintenance and operations.

Jill currently resides in Williamstown, New Jersey with her two daughters, Emily and Ally, and her extremely fetching “business dog” Cooper, whose record of attendance to Planning Capital meetings is spotless.

Jill most values:

“Being a welcoming voice at the end of the line for [clients], especially when a lot of times, they’re calling during times of stress in their lives and they need some help with managing their finances through that time. I really try to hear everything that’s going on with them and help them feel like we’ve got their backs.”

Fun facts

Jill Enjoys…

Jill created a local “Empty Nesters Club” that now has 120 members! They meet once a month to spend time together and offer support for parents transitioning to living on their own after the kids leave for college.

Reading. She reads too many books to choose a favorite!

Walking around her beautiful neighborhood with Cooper!

And spending time with friends and family.