Broker Check


Joe Velez


Joe is the President of JPV Financial.

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Kathy Merritt

Operations Manager

Kathy is the Operations Manager of JPV Financial, a planning and wealth management firm specializing in asset management, financial planning, insurance, estate planning and corporate benefits....

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Casey Callahan

Client Service Associate

Casey is the office Client Service Associate. Casey has worked in the financial services industry for 4 years, graduated from UW-Whitewater with a finance degree, and has his investment licenses. 
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