The Financial Connections Team  

Jill D. Hollander is a fee-only Certified Financial Planner™ Professional, a Chartered Retirement Planning Counselor SM and a Certified Divorce Financial Analyst ™.  She is also certified in long-term care (CLTC). She is a partner at Financial Connections Group, Inc. with offices in Corte Madera and Berkeley. Jill began her work in financial planning and investment management in 1993.

TEACHING

• Seminars on financial planning and spending in retirement to UC Berkeley employees preparing for retirement
  
  
• Adult education classes in Marin County on financial planning
  
  
• Seminars in financial planning for unmarried couples to other professional organizations

AWARDS & ORGANIZATIONS

• Recognized as one of 50 Distinguished Women nationwide by Wealth Manager Magazine for her work with women in the profession
  
  
• Named one of the 25 Top Independent Wealth Advisor’s in the Bay Area by the San Francisco
  Business Times
  
  
• First recipient of FPA (Financial Planning Association) San Francisco Chapter’s Pro Bono Award
  
  
• Past Chairperson of NAPFA (National Association of Professional Financial Advisors) West Region and was a member of the National Board
  
  
• Past member of TD Ameritrade National Advisors’ Panel
  
  
• Past conference chair for PridePlanners,™ an organization to educate financial professionals in financial planning for unmarried people

PREVIOUS EDUCATION AND PROFESSION

Jill has an MBA in Finance. She has more than 20 years of experience in cash management, corporate financial planning, and financial analysis at Wells Fargo Bank, Levi Strauss & Company, and GTE Sprint.

Brian Pon is a fee-only Certified Financial Planner™ Professional and an IRS Enrolled Agent. He is a partner at Financial Connections Group, Inc. — a fee-only company in Corte Madera and Berkeley. He works with individuals, trusts, families, and small businesses.

EDUCATING

• Teaches tax planning for Golden Gate University’s Financial Planning Program
  
  
• Mentors financial planning students in the Golden Gate University’s Financial Planning Program
  
  
• Conducts seminars for the Consumer Credit Counseling Service of the East Bay (now a division of Money Management International) /California Northern Centers for Financial Education on budgeting, cash and debt management, and introductory investing

AWARDS

Brian was voted Volunteer of the Year by Consumer Credit Counseling Service of the East Bay.

PREVIOUS EDUCATION AND PROFESSION

Brian is a recovering engineer: He graduated from the University of California, Berkeley, with a degree in Engineering Physics where he researched the effects of energy use on the environment at Lawrence Berkeley National Laboratory for nine years.

Kim Wohler is our operations guru— the glue that holds us together. She coordinates client activity with our custodian, TD Ameritrade. She works with our third party vendors and various software programs.

She is a Registered ParaPlanner and a Registered Tax Preparer.

Kim joined Financial Connections Group, Inc. in 2006. She is a native of San Francisco and Marin. Before joining Financial Connections, Kim had worked primarily in the fields of human resources and accounting with a shorter stint in property management while earning her B.A. in English Literature with an emphasis in writing.  She interned as a grant writer with the Bay Institute in Novato before graduating cum laude from Dominican University in San Rafael, California.