Helping You Find the Answers

Your local, seasoned, and knowledgeable financial life planners.

We help local Martha's Vineyard business owners reduce their tax burden and put the right retirement plan in place. We assist all our clients in addressing their big money questions: “Do I have enough to retire? Will I run out of money? What should I do to make sure I'll be ok?”

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Jill M. Hansen, CFP®, RLP®, CLTC®

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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. As a respected financial planner in Martha’s Vineyard, she helps her clients pursue their goals like sending their kids to college, planning for retirement confidently knowing they can maintain their current lifestyle, getting that dream house in the sun, and taking 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 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 was 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 in 2004 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 here, 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™ Professional
  • 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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2016 Business Experience Advisor*

Jill is proud to have been recognized as a Business Experience advisor for 2016, 2017, 2018, 2019, 2020, and 2021—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 advisor–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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2014 and 2015 Five Star℠ Wealth Manager Award**

Jill Hansen was the recipient of the Five Star Wealth Award, which recognizes a credentialed professional with a minimum of 5 years in the industry, favorable regulatory history, client retention rates, assets administered, education, and more.

**2014-2015 Five Star Wealth Manager Award, created by Five Star Professional. The 2015 award was presented in January 2015 based on data gathered within 12 months preceding the issue date. 3,542 advisors were considered, 801 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

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Katelyn Carvalho, FPQP®

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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 lives in Oak Bluffs with her husband and daughters, Elena and Sofia.

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.

In 2019, Katelyn completed her Financial Paraplanner Qualified ProfessionalSM program. Katelyn graduated summa cum laude with a bachelor’s degree in accounting from Southern New Hampshire University in May 2017, around the same time she joined Hansen Financial.

Our Extended Support Teams

Our affiliation with Commonwealth Financial Network®, our Registered Investment Adviser-broker/dealer, offers us access to teams of research professionals and advanced planning specialists to help better server your needs. Use the buttons below to learn more about these support teams.