Tag Archives: Jen Hill

Q 1 2019 Newsletter Video Audio Podcast Review By John Kvale

Welcome to our Video and Audio Podcast Review of our Q 4 2018 Newsletter. For those on the road or just unable to grab the time to read, our podcast type review gives you the behind the scenes insight to our thoughts, observations and deep views of the entire Newsletter.

Click Here for direct link to an electronic version (an early peek-good ole fashion paper versions are on their way to you shortly) and here for our Newsletter page

Let’s get going!

 Q 1 2019 Newsletter 

And here is your review!

Capital Market Talk

The Grinch Came to Christmas

Just a few days into the final Quarter of 2018, market participants became grumpy and continued their coal ways all the way through the end of the year – a seasonally strong historic period of time.

In our main capital market article we discuss the reasons why – no one knows for certain, and discuss the speed of the decline along with what the future may hold..

Updated Personal Theft Story

After having three credit cards stolen which we spoke of here, an interview with a detective brought to light some amazing stories of theft

  1. Never give gift cards as a payment –
  2. Don’t fall for fake blackmail –
  3. Have a safe word for fake kidnappers or other similar scams

Meet Jennifer Hill “Jen” Our New Operations Manager

In a more in-depth article that expands on her background, Jennifer “Jen” Hill has our formal introduction along with several fun pictures including a Charlie’s Angels and a D Magazine Wealth Managers Picture from our honored award of D Magazine’s Best Wealth Managers.

We hope you enjoy … talk to you in the Spring!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

Born in Long Island … 16 Years Banking/Wall Street … Welcome Jen Hill to J.K. Financial, Inc.

With a sixteen year, Lower Manhattan/Wall Street banking background, there has to be a story? – and yes there is … there are no  Y’all and Fixin’s from her, “The Brain” and I of course slip frequently …. 

This is the official introduction to Jen Hill our new Operations Manager….

Long Island to Manhattan – Deutsche Bank to HSBC (16 years total) – then on to Dallas- She looks forward to meeting everyone at the Holiday Party this Weekend!
Jen Head Shot

Born and Raised in Long Island – Now at J.K. Financial, Inc.?

Raised in Long Island and after spending half of her college years in Pennsylvania and the remaining back in New York … the journey began…

After a multi-year stent in real estate with a family member, and then a two year advertising job representing a famous (and fun) rum – the Financial World of New York was calling…

Working her way up from a starter position in documentation at Deutsche Bank then on to  Option settlement … finally to end up at the High Net Worth phone bank (AKA High Maintenance Desk) – after six years a move was in the cards…

Ten – yes TEN years at HSBC in product control and dealing with the great financial crisis first hand… the two hour each way – EACH WAY – commute was too much, and a move to Dallas was in the cards.

With a spouse that formerly was a professional baseball player, now a fireman for an area town, Dallas is the new home of four years now.

Jen and Jeremy Hill have two children, both of which are now in a local elementary school and a much closer 10 minute commute from the office – whew

We welcome Jennifer “Jen” Hill to our firm!

Oh.. but wait there is another bit of information….

The introduction was made via a sport you all know we have family connection ….
Jen Hill

Jen is a on a tennis team that included Pam – such the intro –

Have a Great “Welcome Jen to J.K. Financial, Inc.” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
jkfinancialinc
street-cents