Jill Schindler

I'm your guru for account transfers to PEEK WEALTH and I work for the firm Golden State Wealth Management, the company PEEK WEALTH has partnered with for enhanced compliance and supervision.

I began assisting with advisor transitions and on-boarding in 2016. And you have the 'Dream Team' with PEEK WEALTH behind your planning and investment management. During my tenure, I've taken on additional responsibilities and now serve as Transition and Administrative Director overseeing all firm transitions. While moving multi-million-dollar books of business during the onboarding process, I coordinate the necessary activity between advisors, clients and custodian back-office personnel to ensure a smooth, hassle-free experience. Additionally, as part of the Compliance team for PEEK WEALTH, I work directly with the firm’s advisors on issues relating to compliance oversight, regulatory reviews, and audits. 

Prior to joining Golden State Wealth Management, I traveled a unique career path that includes being Executive Assistant to the President of Zaro’s Family Bakery in New York City (probably the most famous bakery chain in all of New York), and Sous Chef for a Sodexo Marriott corporate dining facility.  As an active volunteer, I've served as an executive board member for seven years in my children's PTA, ending my tenure as president. I also serve on the executive board of the Temecula Valley Time Machine, a youth running club.

Throughout my career, I've developed and strengthened my commitment to customer service. I received my Culinary Arts diploma from the Institute of Culinary Education in New York and my BS in Social Sciences from California Polytechnic State University. Running a financial plan (and financial planning firm!) is very much like attending to and executing an exact recipe!

I reside in Orange County, California and when not working, I enjoy quiet time with my family. Food still remains a huge passion for me and I'm an avid and adventurous cook. Friends tell me they prefer my kitchen to restaurants! I also love to knit and have many other projects going at once.

I love the team at PEEK WEALTH and please know that I work behind the scenes each and every time you refer a family or friend to us transferring their accounts over safely and securely. While we may not interact too often, I always enjoy it when we do. Thank you!