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.

Lou Tilchin
Lou Tilchin
Managing Partner
Scott Jaffe
Scott Jaffe
Director of Investment Management, Partner
John Troncoso
John Troncoso, CFP®, CPWA®, CRPC®
Investment Advisor Representative, Partner
Brett Witkowski
Brett Witkowski, CFP®
Investment Advisor Representative, Partner
Scott Jones
M. Scott Jones, CLU®
Chief Compliance Officer, Registered Principal, Partner
Marc Ardizzone
Marc Ardizzone
Director of Operations, Investment Advisor Representative, Partner
Victor J. Mandia
Victor J. Mandia, CLCS
Director of Insurance, Partner
Michael DeGenova
Michael DeGenova
Senior Financial Advisor, Partner
Kyle Wright
Kyle Wright
Investment Advisor Representative, Partner
Image
Darren Turner, CFP®
Investment Advisor Representative
Deborah Rosenthal
Deborah Rosenthal
Investment Advisor Representative
Fazal Dasankop
Fazal Dasankop
Investment Advisor Representative
Image
Omar Rahman
Administrative Executive
Image
David Pearlman
Investment Advisor Representative, Partner
Richard Happle
Richard Happle, CFP®
Investment Advisor Representative
Bob Bray
Bob Bray, CLU® 
Investment Advisor Representative
Rodger Elgar
Rodger Elgar
Investment Advisor Representative
Image
Don Rhomberg
Investment Advisor Representative
Allison Roper
Allison Roper
Client Service Associate
Image
Ryan Burton
Research Associate, Investment Advisor Representative
Garrett Walker
Garrett Walker
Operations Manager
Matthew Rush
Matthew Rush
Investment Advisor Representative
Betsy Mulero
Betsy Mulero
Insurance Representative
Bruce Shindelman
Bruce Shindelman
Investment Advisor Representative
Amanda Tilchin
Amanda Tilchin, CPA®
Investment Advisor Representative
Angela Rodriguez
Angela Rodriguez
Client Services Associate
Image
Robert "Ret" Tanner, CLU® 
Account Executive
Image
Heather Bentley
Financial Services Representative
Image
Daniel Bowles, CLCS
Account Executive
Image
Jennifer Feldman
Office Manager & Personal Lines Agent
Image
Mari Gonzalez
Insurance Representative
Image
Alan Gutierrez
Account Executive
Image
Miranda Gutierrez
Insurance Representative
Image
Kelly Jones
Commercial Account Executive
Image
Kelsey Leggett
Licensed Insurance Representative
Image
Diane McCarthy
Insurance Agent
Image
Michelle Quintanilla
Insurance Representative
Image
Vince Ruilova
Senior Commercial Account Executive
jtt-no-picture-image
Wendy Reilly

Administrative Assistant

jtt-no-picture-image
Ida Wears
Customer Service Representative
jtt-no-picture-image
Bonnie Pullara
Customer Service Representative