Our Team

The people behind JPTD Partners.

Seasoned professionals with 140+ years of combined experience — dedicated to helping RIAs, Hybrids & Insurance Agents maximize the value of their practice.

Home  /  Team
Leadership

Founding Partners

The founding partners who built JPTD Partners and guide every client engagement.

JP

John Poole

Founding Partner

[Bio placeholder — add short bio here.]

Email Call
PV

Peter Velardi

Founding Partner

[Bio placeholder — add short bio here.]

Email Call
TJ

Ted Jenkin

Founding Partner

[Bio placeholder — add short bio here.]

Email Call
SD

Scott DiGiammarino

Founding Partner

[Bio placeholder — add short bio here.]

Email Call
The Team

Our Team

The professionals working alongside our founding partners to support every engagement.

TS

Tom Schuh

M&A Consultant

[Bio placeholder — add short bio here.]

Email Call
GJ

Greg Johnson

M&A Consultant

[Bio placeholder — add short bio here.]

Email Call
LF

Laura Ferrari

[Bio placeholder — add short bio here.]

Email Call
RF

Rebecca Frosch

[Bio placeholder — add short bio here.]

Email Call
JD

Jamie Deshotels

[Bio placeholder — add short bio here.]

Email Call

Ready to talk with our team?

Start with a confidential, no-obligation conversation. We'll help you understand your options and maximize the value of everything you've built.

Request a Confidential Valuation →