Our Experienced Professional
Have Helped People Just Like You!

At Jaffe Tilchin, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We Can Help You Address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We Also Can Answer Your Questions, Including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

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Lou Tilchin
Managing Partner
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Scott Jaffe
Director of Investment Management, Partner
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Marc Ardizzone
Director of Operations, Investment Advisor Representative, Partner
JTI Our Professionals - ROT
Robert "Ret" Tanner, CLU® 
Account Executive
JTI Our Professionals - Heather Bentley
Heather Bentley
Financial Services Representative
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Daniel Bowles, CLCS
Account Executive
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Bob Bray, CLU® 
Account Executive
JTI Our Professionals - Rodger Elgar
Rodger Elgar
Account Executive
JTI Our Professionals - Jennifer Feldman
Jennifer Feldman
Office Manager & Personal Lines Agent
JTI Our Professionals - Mari Gonzalez
Mari Gonzalez
Insurance Representative
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Alan Gutierrez
Account Executive
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Miranda Gutierrez
Insurance Representative
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Kelly Jones
Commercial Account Executive
JTI Our Professionals - Kelsey Leggett
Kelsey Leggett
Licensed Insurance Representative
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Victor J. Mandia, CLCS
Director of Insurance Operations
JTI Our Professionals - Diane McCarthy
Diane McCarthy
Insurance Agent
JTI Our Professionals - Betsy Mulero
Betsy Mulero
Insurance Representative
JTI Our Professionals - Michelle Quintanilla
Michelle Quintanilla
Insurance Representative
JTI Our Professionals - Don Rhomberg
Don Rhomberg
Commercial Account Executive
JTI Our Professionals - Vince Ruilova
Vince Ruilova
Senior Commercial Account Executive
Ida Wears
Ida Wears
Customer Service Representative
Bonnie Pullara
Bonnie Pullara
Customer Service Representative