Team At JBL Financial Services, Inc. we believe our teamwork approach adds a broader perspective to our services and provides increased benefits to our clients.Our experienced professionals have helped many people, just like you, with similar concerns regarding their finances and retirement plans. We can help you create a plan that is designed to address your individual situation. Jeff Lapidus President (314) 863-0008 (314) 863-0009 email@example.com In addition to being a popular radio host on KTRS’ Straight Talk on Retirement, Jeff is also a licensed financial professional and has an intimate understanding of the retirement needs that individuals face. He graduated from... Read more Erin Lapidus Vice President firstname.lastname@example.org As JBL Financial has continued to grow over the years, Erin has flourished alongside. Watching her father and grandfather run the business inspired Erin to build the company brand by implementing innovative marketing strategies, all... Read more Katie Smiley Marketing and Communications Manager email@example.com Joining us in 2016, Katie is our Marketing and Communications Manager. With previous experience in marketing campaign management and digital marketing strategies, she focuses on using her creativity to reach new audiences as our... Read more Karen Conner Client Services Assistant firstname.lastname@example.org Serving as both an administrative assistant to Jeff and Erin, Karen has also been with the company since 2001, extending service to our customers by answering any of the questions they may have pertaining to individual and group... Read more Have a Question? Name Email Question Thank you! Oops!