About Us
Trusted expertise to care for your physical & financial well-being
Meet The Team
Jill Dillingham
CEO & Founder
Jill brings a transformative vision to personal finance and healthcare management. With a focus on bridging the critical gaps between healthcare systems and financial wellbeing, particularly for seniors navigating complex life transitions. Jill's distinctive background in managerial consulting and scaling early-stage technology platforms enables her to create innovative, secure solutions that protect both health and wealth.
Beth Rusie
Advisor
Beth brings warmth and expertise to every client relationship as a Certified Senior Advisor®, combining meticulous attention to detail with genuine compassion. Her patient, understanding approach has earned her deep trust among the families she serves, while her commitment to excellence ensures exceptional support for their complex needs.
Lori Miralles
Advisor
Combining her expertise as a Certified Senior Advisor® with extensive accounting experience, Lori expertly guides clients through the complexities of estate and financial management. Her meticulous approach and professional acumen make her an invaluable resource for clients with sophisticated financial needs.
Ashley Bock
Advisor
Blending expertise in healthcare finance, M&A, and real estate, Ashley provides sophisticated support for clients navigating complex estates, daily financial management, and life transitions. Her comprehensive background makes her uniquely qualified to protect and enhance her clients' financial wellbeing while managing their most intricate personal and financial needs.
The Genesis of Tight Ship Advisors
When I stepped in to help my in-laws manage their finances, insurance, and household affairs, I discovered a critical need in the market. My background in financial services and healthcare allowed me to create efficient systems that worked for their lifestyle. Soon, others sought similar support, and Tight Ship Advisors was established.
Today, we help clients navigate everything from digital banking and RMD planning to aging-in-place decisions and paperwork management. As trust has grown, many clients have asked us to serve as POA or executor. We honor these requests with the same careful attention and respect we bring to all our services, protecting our clients' wishes while providing professional, impartial guidance.