MRK Financial Solutions has hired Jill Hasson as a financial advisor at its Palmyra office – one of four Pennsylvania locations for the firm.
For the past 14 years, Hasson has worked in regulatory compliance roles at a multi-office financial group based in Mechanicsburg, Penn. During her time with the company, she advanced from compliance assistant to office of supervisory jurisdiction principal and agency supervisory officer. Prior to 2007, Hasson was an insurance producer – helping clients identify coverage needs and appropriate products.
“Jill’s knowledge of regulatory compliance and insurance aspects of our business will be an asset for our firm, and her robust financial knowledge and attention to detail will benefit our clients greatly,” said David Weaver, managing partner of the east division of MRK Financial Solutions. “We’re lucky to have her.”
As a financial advisor, Hasson will help clarify clients’ financial goals, risk profile and lifestyle needs before developing a detailed, long-term plan that aligns with those priorities. In addition to spearheading financial planning, MRK financial advisors manage clients’ investment portfolios, evaluate insurance policies and collaborate with accounting professionals to maximize tax benefits available to clients.
“Most of my career has been spent protecting clients – through insurance policies or industry regulations,” Hasson said. “I’m excited that my role as financial advisor at MRK allows me not only to continue that important work but also proactively provide strategies that can help clients make the most of financial opportunities.”
The team at MRK is excited to welcome Jill. With her extensive experience and knowledge of regulatory compliance and insurance planning, MRK is looking forward to how greatly she will benefit clients.
For more information on MRK Financial Solutions, visit mrkfinancial.com.
About MRK Financial Solutions:
Founded in 1989 by Michael Kobs, MRK Financial Solutions specializes in comprehensive financial planning for business owners, entrepreneurs and growing families. Plans are customized to clients’ unique goals and address other key components of financial success such as cash flow and debt management, saving for retirement and education planning. The firm also advises businesses on selecting and administering qualified retirement plans for their employees, and serves as a collaborative partner with accountants, fellow advisors and other financial professionals in clients’ lives. For more information, visit mrkfinancial.com.