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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

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

Meet Our Team

Joe Gaudio

LPL Financial Advisor

(360) 448-2054

joe.gaudio@lpl.com

Change happens – sometimes planned, often unexpected. It’s critical to know trusted advisors who will take the time to review and revise you’re financial strategy. At JAG Financial we have the ability to address your...

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Janine Klug

Customer Service Manager

(360) 260-8500

janine.klug@lpl.com

Janine Klug joined JAG Financial in 2006. She brings nearly two decades of financial services industry experience to her role as Customer Service Manager. Janine enjoys interacting with our clients and finds it both personally and...
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Sally James

Marketing Manager

(360) 260-8500

sally.james@lpl.com

Sally James joined JAG Financial in 2006. Her career started in banking as a mortgage specialist and developed into a marketing manager at JAG Financial. She manages all aspects of our seminars and special events. Sally believes a...
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