Broker Check

Our Team

Jeffrey P Morand, RFC

jeff@jpmorand.com

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


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Linda Doniger

Customer Care

303-860-1234

303-770-7467

linda@jpmorand.com

Linda has worked with J P Morand & Company since 2007. She schedules appointments and workshops. Assists with client education and customer service.

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Tiffany Onevathana

Customer Service

303-860-1234

303-770-7467

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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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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Samantha Wong

Customer Service

303-860-1234

303-770-7467

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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