Broker Check

Team

How We Work

How We Work

Over the years, we have found that a team approach can be an effective method to help you maneuver through a complex financial-services world. With access to retired Federal Employees trained to understand your Federal Benefits, and financially licensed individuals, we provide service and support where others simply will not or cannot deliver. In addition, when you work with us you also can access additional support through our affiliates in the areas of tax, legal, and government benefits. This means you can work with one source to receive all of the answers you need and take comfort in knowing a team of qualified people is reviewing each case.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jeff Jewett

541.480.0235

jjewett@jdjfinancialgroup.com

BACKGROUND Jeff Jewett is a specialist who focuses on helping Federal employees and their family members retire safely and securely. He is a recognized speaker and educator dedicated to improving financial literacy. By providing...

Read more

Independent Advocacy

Federal Education and Consulting Team

Janice Erfle

Janice is an Advocate and Educator of Federal Employees for JDJ Financial Group. She specializes in working closely with active employees and retirees by teaching workshops, classes and individual counseling sessions. She emphasizes...
Read more

Curt Artery

Curt is an Advocate and Educator of Federal Employees for JDJ Financial Group. He specializes in working closely with active employees and retirees by teaching workshops, classes and individual counseling sessions. He emphasizes...
Read more

Brokers International

Wealth Management Team

Andy Osby, VP

Advisory & Investments

Andy is responsible for investment design and implementation of the Brokers International Retirement Ally portfolio strategies consisting of fixed-income, domestic equity, international equity, and alternatives. While at Brokers, he...
Read more

Thomas Breitbach

Sr. Financial Analyst

Tommy supports the day-to-day management of the Retirement Ally portfolios and works with advisors to design and implement portfolio solutions for clients. Tommy believes each client’s situation involves unique circumstances and...
Read more