About Us
A Team That Cares
At JBL Financial Services, we consider ourselves Retirement Coaches because not only do we provide a wide array of investment options to individuals pursuing retirement, but we also educate and counsel them along every step of their financial game plan. Just as a football coach wouldn’t implement new plays and expect the team to execute them without guidance, we don’t list investments and hope our clients succeed on their own.
Straight Talk On Retirement
Join Erin and Jeff live every Saturday from 9–11 A.M. CST on The Big 550 KTRS as they tackle the toughest retirement and medical coverage questions with their no-nonsense, informative, and entertaining approach. From Social Security and income planning to Medicare and tax efficiency, they cover it all.
Why JBL?
Serving You Since 1979
Everyone should have the opportunity to develop a game plan that provides them financial independence in retirement, which is why we do not require an investable asset minimum. Knowing that our clients care more about their loved ones than their investments, we help them make crucial decisions and coach them when it matters most. We want our clients to rely on us to oversee their financial matters so they can focus on their passions.
Erin Lapidus
President
Jeff Lapidus
Advisor/The Retirement Coach
Robert Markham
Life Insurance and Fixed Annuity Sales Specialist
Franklin Ellis
Medicare Coach
Melissa Cornwall
Client Services Manager
Kelley Gaultney
Office Manager