Our People

Jilian Tobaben

Client Service Associate

How Jilian Can Help You

Jilian has a constant drive to learn more. As a Client Service Associate, Jilian’s purpose and mission is to make sure to listen to her client’s needs and execute in the best way she knows how.

What Makes Jilian Knowledgeable

Before joining Berman Capital Advisors, Jilian worked for Redwood Wealth Management as a Portfolio Analyst, where she was responsible for fielding client questions and facilitating transactions. Prior to Redwood, she worked for an institutional investment firm, Earnest Partners, as a Portfolio Operational Associate as well as the Department of Defense as a Financial Management Specialist. Jilian graduated with a Bachelor of Accounting.

Getting to Know Jilian

When not at work, Jilian is an avid traveler and fitness enthusiast. She loves spending time with her family and volunteering in the community.