Jeffrey P. Morand, Registered Financial Consultant and a Certified College Planning Specialist™ In 1980 Jeff founded JP Morand & Company based on principles designed to assist families with wealth, insurance and tax planning.

Samantha has 10 years’ experience in the financial services industry with operational and administrative tasks including report generation, new business processing, and client servicing. Samantha’s favorite mantra is,...

Susy is part of our customer care group. She helps greet our clients and guests at the front desk.

Tiffany comes from a leadership background in customer service and hospitality. Her previous experiences have contributed to her enthusiasm in ensuring a remarkable and reliable service experience for all clients. She joined the team...