Jill Andersen

I’ve been working with Matt, Jon, and their clients since 2016, managing the day-to-day operations that help keep our office running smoothly. With over a decade of prior experience in the customer service industry, I bring a client-first mindset to everything I do. My role involves working closely with our insurance providers, fund companies, and home office staff to help ensure client requests are handled efficiently and with care. I’m committed to creating a meaningful and seamless experience for every client interaction. I also hold the FINRA Series 6 & 7 securities registrations.*

Outside of work, I enjoy spending time with my husband, Nathan, and our three children—Atley, Axel, and Archer. Our lives are full of kids’ activities, time with family and friends, and cheering on Iowa State at every opportunity.  

*Jill Andersen is not registered to sell securities and advisory products or services through Principal Securities, Inc.