Chantal Rees is the owner of Rees & Rees Insurance Services. She has been in the industry for 13 years and she specializes in helping business owners with liability, worker’s comp, commercial auto, property, bonds, and more.
Chantal strives to educate her clients about their insurance and how the coverage operates in the event of a loss. It is her goal to keep her clientele well informed so that they can clearly understand the benefits and limitations of the coverage.
Chantal views herself as an extension of the business owners she works with and she treats each company as if it were her own.
Bryan helps ambitious professionals and successful families reach financial independence. He strategically guides his clients through high-impact areas like retirement planning, tax planning, and equity compensation packages, including RSUs, ESPPs, stock options and more. In an ever-changing world, he balances tactical advice with thoughtful intention to reach that vision.
In addition to being a CERTIFIED FINANCIAL PLANNER™, he is an IRS Enrolled Agent, one of the highest degrees in tax education. Prior to joining Lodestar, Bryan worked with financial planning firms in the Dallas-Ft Worth and Lubbock, TX areas, helping high net worth families and business owners. He attended Texas Tech University, where he studied Financial Planning & Economics. At TTU, he was chosen as the program’s “Outstanding Senior,” an honor given to its top student.
Jackson Square Financial serves the needs of the small to mid-sized business owner and active executive by offering customized group benefits, retirement plans, and wealth management. We understand that businesses and individuals face unique challenges on a daily basis. Our boutique services can help take the unknown out of employee benefits and financial planning.
We pride ourselves on listening to our clients, providing a concierge level of service and implementing innovative solutions that can address each need of our clients. Jackson Square Financial is dedicated to providing comprehensive strategies tailored toward achieving your specific goals.
Michael enjoys helping organizations and individuals develop comprehensive financial strategies. After graduating from the University of Michigan, he began his career on the trading floors and clearing house of the Chicago Mercantile Exchange. Building upon this foundational experience, his career has included roles within the areas of Financial Operations, Trading, and Risk Management.
CA Insurance License #OL74916
Michael Velzo is a LPL Registered Representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
Jackson Square Financial, Elite Tax Agency Inc., and LPL Financial are separate entities.