Jillian Neuhaus

Client Coordinator

ClearRoad Financial was founded, and is currently led, by Stephanie Trusler—an experienced financial strategist across many industries.

Client coordinator for online bookkeeping

ClearRoad Financial, an online bookkeeping company, stays organized and responsive to our clients needs through the work of Jillian Neuhaus. With an Enneagram Two personality type, ‘The Helper’ is truly what you can expect from me. My passions include project management, organization and long strolls through Office Depot or Staples. If you’re ready to strategize and delegate in order to conquer your professional goals, I’m here to be your Girl Friday!

Jill is an extremely organized and detail-oriented individual who specializes in marketing and project management. Jill enjoys streamlining processes through organization and automation to increase engagement and exposure. As a self-proclaimed “forever student, ” she is passionate about learning new skills and taking on fresh tasks.

This “Jill of All Trades” is an experienced non-profit and marketing professional with a background in operations, marketing strategy, social media, and administrative skills. Her experience was developed in both established and fledgling non-profit organizations, where she created operating procedures and marketing strategies, developed and maintained CRM systems, built client and donor bases, researched and applied for grants, coordinated transactions managed social media marketing, and improved overall client and community experiences.

Jill lives in Hampton Roads, Virginia with her husband and two dogs, They enjoy hiking kayaking, and exploring their area to support local small businesses.

EXPERIENCE

January 2020

She joined the board of directors of the Professional Women of Williamson County as board treasurer, where she will sit for the foreseeable future. This organization is in alignment with her passion for education—especially for women—as it provides scholarships specifically for women who are going back to school to transition into new careers.
January 2020

2018

Stephanie started building her own client base and developing her financial team. She went on to found ClearRoad Financial, where she and her team maintain a portfolio of clients who are all aimed to grow and become competitors in their fields.
2018

2014

Stephanie joined Red Fan Communication as their director of finance and operations. At the time, the company had three employees and annual revenues of a quarter of a million dollars. Over the next several years, Stephanie helped to grow the company to double-digit employees and annual revenues of over $1.5 million.
2014

2012

She joined the board of directors of the African Leadership Bridge—an organization that awards scholarships to promising African students who commit to return to their homelands to build up their communities—as its board treasurer.
2012
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