Jann is a valued member of our team. Jann's primary responsibilities are managing client communications on service issues, providing policy service for clients such as processing beneficiary change, and updating premium payment forms

Jeff is currently serving as our Client Service Assistant and is a key asset in the support and maintenance of over 1500 existing client investment accounts and insurance policies.  Jeff is a retired Air Force veteran that joined the team in 2021.  He is a native of the Sacramento area and currently resides in Roseville, CA with his wife and two daughters.  He enjoys hiking, weekend road trips with the family, and participating in his daughters’ many sports and extra-curricular activities.