Our Team

headshot

Lisa Vallejo

Lisa Vallejo is an agent with New York Life Insurance Company and a registered representative with NYLIFE Securities LLC. She has been in the insurance and financial services industry for 18 years, 12 with New York Life. Lisa is a Planned Giving Advisor for the Roman Catholic Archdiocese of Los Angeles.

Lisa Vallejo

Founder & Principal

headshot

Jeffrey Cornejo

Finance Director
Financial Services Professional

headshot

Lisa Vallejo

Founder & Principal

Lisa Vallejo is an agent with New York Life Insurance Company and a registered representative with NYLIFE Securities LLC. She has been in the insurance and financial services industry for 18 years, 12 with New York Life. Lisa is a Planned Giving Advisor for the Roman Catholic Archdiocese of Los Angeles.

headshot

Jeffrey Cornejo

Finance Director
Financial Services Professional

Meet The Staff

Jessica Ziehl

Director of Operations

Georgina Grogan

Executive Assistant

Tori Shaver

Digital Brand Ambassador

Efa Ferrer

Director of Case Management

Market Watch

September 20, 2019 @ 12:42 PM

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF +0.1%  
Dow Jones Transportation ETF +0.0%  
Dow Jones Utilities ETF +0.1%  
Nasdaq Composite ETF -0.2%  
Nasdaq 100 ETF -0.2%  
S&P 500 ETF +0.0%  
S&P 100 ETF +0.0%  
S&P Mid-Cap 400 ETF +0.1%  
PHLX Semiconductor Index ETF -0.3%  
OSX Oil Service Sector Index ETF +4.2%  

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.