Our Team

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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

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Jeffrey Cornejo

Finance Director
Financial Services Professional

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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.

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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

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,289.27 +0.83%
Dow Jones Transportation 10,615.30 +1.52%
Dow Jones Utilities 715.02 -1.32%
Nasdaq Composite 7,259.03 +1.72%
Nasdaq 100 6,890.45 +1.78%
NYSE Composite 12,361.50 +0.70%
AMEX Composite 2,531.68 +1.36%
PHLX Semiconductor Index 1,234.62 +3.34%
OSX Oil Service Sector Index 110.98 +1.78%

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