Month: January 2016

JDJ Announces Team Member Promotions

JDJ Family Office Services is pleased to announce the promotion of several team members. Kylie C. Ruschioni, CFP® and Trish Richardson have been named to the position of Senior Manager/Vice President. We also congratulate Angela P. Simmons, CFP® on her certification as a Certified Financial Planner® and her promotion to the role of Manager. Talia […]

JDJ Launches New Web Site

Happy new year! JDJ Family Office Services is pleased to announce the launch of our new logo and web site. We believe the simplicity of the new logo and materials reflect our ultimate service goal: simplifying the lives of our clients by managing their personal financial matters. The site contains a wealth of information about […]