Who We Are

Who We Are

Jill M. Hansen , CFP®, AIF®, RLP®, CLTC

Jill, who has twice been awarded the Five Star Wealth Manager Award, established Hansen Financial MV in 2009. She did so out of motivation to best help her clients discover their deepest desires for a successful life, to turn those desires into goals, and to encourage them to make a financial plan to achieve these dreams and goals. As a premier financial planner in Martha’s Vineyard, she helps her clients send their kids to college, plan for retirement confidently knowing they can maintain their current lifestyle, get that dream house in the sun, and take care of their families even after they are gone. Today, she works with some of the most wonderful and outstanding people imaginable; many of them have their own businesses, are looking to grow their wealth, and are at or nearing retirement age. Jill is also a Finance Committee Board Member for Hospice of Martha’s Vineyard, which supports “best quality of life.” Jill only wants to grow; if she could, she would clone those types of clients who are truly good people, knowing that through helping them, she is helping our world to be in a better place.

Jill’s Roots
Jill’s family first came to Martha’s Vineyard when she 11 years old. They loved it so much that her parents (both teachers) decided to build a home here. With her parents’ hard work, dedication, and her dad’s vision, the “summer house” on the Vineyard became a reality. 

Jill and her husband, Oscar, moved to Martha’s Vineyard full time about 10 years ago to raise their kids. Jill and Oscar (a 737 captain for United Airlines) decided after the plane crashes of 9/11 that they needed a safe place for their children, Oscar and Kate, to grow. Since Jill’s entire family lives here now (although some only seasonally), Oscar and Kate have grown up surrounded by the love of many family members.

Her parents’ journey to Martha’s Vineyard, and her own family’s permanent relocation there, gave Jill what she considers one of her greatest life lessons: if you want something badly enough, you can do just about anything. It may not be fun, and you will have to make sacrifices, but you are in control of your destiny.

Registrations and Designations

  • CERTIFIED FINANCIAL PLANNER
  • Accredited Investment Fiduciary® (AIF®)
  • Registered Financial Life Planner®
  • General Securities Registered Representative (FINRA Series 7)
  • NASAA Uniform Combined State Law (FINRA Series 66)
  • Investment Adviser Representative
  • Life, Health, and Variable Life Insurance Licenses
  • Certified in Long-Term Care
     
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Jill M Hansen is proud to have been recognized as a Business Experience advisor for 2016—a distinction based on annual production that places her among the top 49 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Business Experience advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Business Experience advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

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5Star Award
 

 

 

 

 

The Five Star Wealth Manager award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,707 Boston wealth managers were considered for the award; 655 (39 percent of candidates) were named 2014 Five Star Wealth Managers. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

 

Katelyn Carvalho

Katelyn comes to us from North Conway, New Hampshire, where she was born and raised. After spending many summers on the Vineyard visiting her aunt and uncle, she decided to stay for just a few months after the summer of 2012. This changed when she met her future husband, Valci, a pharmacist at Martha’s Vineyard Hospital. They were married in May 2014, and Katelyn has become an integral member of the island community. Katelyn currently resides in Oak Bluffs with her husband and 2-year-old bichon/Shih Tzu puppy Lilly.

Katelyn coordinates and maintains all client accounts, responds to client inquiries, organizes and helps plan client events, follows up on outstanding issues, and gets to know each and every client personally.

Katelyn graduated summa cum laude with a B.S. in accounting from Southern New Hampshire University in May 2017, around the same time she joined Hansen Financial.