Broker Check

Team

 

Patrick S. Jolliffe, AIF, ChFC

President and CEO

pat@jolliffecapital.com

Patrick S. Jolliffe earned a BSBA in Management from the University of Denver. In 1994, Pat founded Jolliffe Financial Services where he began working as a Registered Representative and Financial Consultant specializing in Personal...
Read more

Shawn Mercer

Vice President and Safe Money Strategist

Shawn began his career in the insurance industry since 2001. A pioneer in safe strategies for senior clientele, Shawn has specialized in principally guaranteed safe income strategies utilizing guaranteed insurance contracts...
Read more

Stephanie Berardi

Office Manager

Stephanie@jolliffecapital.com

Stephanie recently began her experience with the financial planning industry, but for the past twelve years she has contributed superior customer service through various industries, including bankruptcy law and accounts receivables....
Read more

David B. Crandell

Investment Advisor

David B. Crandell was born October 2, 1948, and has over 30 years of financial industry experience, a great deal of which has been while serving in retail brokerage and constructing client portfolios consisting of mutual funds and...
Read more

Kirk Freedle, ChFC

Financial Consultant

Kirk Freedle is a Chartered Financial Consultant. He has been assisting firefighters, municipalities, individuals, and businesses with their investment and financial planning since 1994. His years of experience in planning have...
Read more

Eric Hamilton

Director of Tax and Compliance

Eric Hamilton is a consultant with Hamilton and Associates, PC, of Council Bluffs, Iowa., a full-service Certified Public Accounting firm. Mr. Hamilton holds a law degree and specializes in securities compliance law and individual and...
Read more

David Mascio

Managing Principal & Chief Investment Officer Della Parola Capital Management, LLC

David is the Founder of Della Parola Capital Management. He is also an Adjunct Professor of Finance at Colorado State University’s College of Business. David earned a B.A. in Economics and Business Management from the University of New...
Read more

Have a Question?

Name
Email
Question
Thank you! Oops!