Jeff Lapidus

Tel: 314-863-0008

Email: jeff@jblfinancial.com

Jeff Lapidus is well known as “The Retirement Coach” in St. Louis. He is the Host of the popular radio show, Straight Talk on Retirement, Saturdays at 10-11am on KTRS 550 AM. His monthly senior financial workshops are widely attended throughout the St. Louis metro area. He also served as an educator for members of The Oasis Institute, a national seniors organization co-sponsored by the May Company and BJC Healthcare. Jeff has developed a specialty in coaching baby boomers and retirees and discusses various methods aimed at creating a winning game plan during retirement.

Jeff is a graduate of Washington University, St. Louis School of Business where he concentrated in Finance. After graduation, he entered the financial services area where he concentrated in working with small businesses and their employees.  Jeff has earned several professional designations over the years in an effort to better serve the changing needs of clients. He became a Certified Employee Benefits Specialist to better serve the changing needs of his business clients and their employees. He also specializes in helping his retired and more senior clients better understand the financial, social, and healthcare needs they may be facing. He is a Registered Representative and Investment Advisor Representative with National Planning Corporation.  Today, Jeff uses his 30 years of knowledge and experience to create a personalized game plan for each client.  The goal is to provide each of them with a comfortable retirement.

Jeff lives with his wife Melanie, who is VP of Managed Care and Associate General Counsel for BJC Healthcare, and their two daughters in Olivette. Jeff’s hobby, when he’s not helping people work towards growing and preserving their wealth, is reducing his handicap at Glen Echo Country Club.

Karen Connor
Client Services Assistant

Tel: 314-863-0008
Email: karen@jblfinancial.com

Karen is the Administrative Assistant to our President, Jeffrey B. Lapidus, and our Client Services Manager, Leslie Smith, and has been with the company since 2001.  She is responsible for doing all the details they can't get to and for keeping everything in line.