Mike Jillson, CFP®
Advisor
Department: Advisors
Experience: Finance since 2014 (financial advisor since 2018)
Education: Bachelor’s degree in finance and accounting from University of Colorado at Boulder
Mike joined the Modern Wealth team in 2024 following the acquisition of Petso Financial Consultants, LLC. He is an advisor who is well-versed in portfolio construction and trading investments.
Based out of the Boise, Idaho office, Mike strives to put client interests first by helping them realize their money and life goals. Prior to a three-year stint with Petso Financial, Mike worked for Great West Financial on corporate insurance in Denver and earned his CFP® designation.
Mike and his girlfriend moved to the Sun Valley, Idaho area in 2024. They enjoy spending time with family, friends, and their golden retriever, Waffle. Some of his favorite hobbies include skiing, backpacking, hockey, traveling, and board games. He has skied 42 mountains and counting. Mike and his girlfriend try to travel abroad at least once a year. Their most recent trips include Peru, Bolivia, Scotland, and Iceland.