Jill Gosz

CFP®
Partner, Wealth Advisor

Meet Jill

Jill Gosz is a Partner, Wealth Advisor based in Palatine, Illinois with 21 years of experience in the field.

Jill Gosz is a Partner, Wealth Advisor based in Palatine, Illinois with over 20 years of experience in the field.

Jill is an experienced and knowledgeable Wealth Advisor who is prepared to help you and your family work towards a successful financial future. Growing up with a family involved in the financial services industry inevitably led to her pursuit for a degree in Business Administration from the University of Wisconsin – Whitewater.

Although Jill was always conscious of her passion for finance, it wasn’t until 2005 that she found her true calling working with individuals and families, helping them plan their financial futures and make well planned and informed decisions.

When she is away from work, she enjoys spending time with her husband, three kids, her family & friends, and her dogs.   Jill realizes the importance of finding a healthy balance between enjoying life today and saving for your future, and she will help you do the same so that you too can pursue financial freedom.

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 21 years financial industry experience
  • 6 years with Carson Wealth
Education
  • BBA in Management and Finance from the University of Wisconsin - Whitewater
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • CFP®

Carson Wealth

220 N. Smith Street Suite 220
Palatine, IL 60067
(847) 934-7777