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Your decision about your 401(k) may turn out to be one of the major financial decisions of your life. I recognize that possibility, and that is why I provide this guide. After you read it, you will probably want to ask me about a couple of things – this option versus that option, or the income stream that your 401(k) savings could eventually provide. I am here to help! Please do not hesistate to reach me by calling 303-860-1234 or email jeff@jpmorand.com. 


Jeffrey P Morand, RFC, CCPS

jeff@jpmorand.com

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.

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Samantha Wong

Customer Service

303-860-1234

swong@jpmorand.com

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,...

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Susy Maus

Customer Care

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

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Tiffany Onevathana

Customer Service

303-860-1234

tiffany@jpmorand.com

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...

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