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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

jeff@jblfinancial.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...
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Erin Lapidus

Vice President

erin@jblfinancial.com

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...
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Katie Smiley

Marketing and Communications Manager

katie@jblfinancial.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...
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Karen Conner

Client Services Assistant

karen@jblfinancial.com

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...
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