Meet Our Team
Daniel Armstrong
Senior Partner — daniel@joletfinancial.com
Daniel has been in the financial industry for over 20 years. His forward thinking has helped many clients establish long term futures using wealth building accounts. He focuses on developing individualized directions based on each client’s unique needs. He is completing a Phd in leadership of Economic Development at Bakke University.
Jessica Armstrong-Gonzales
Retirement Specialist — jessica@jotletfinancial.com
Jessica brings a wealth of knowledge from her B.A. in Business Management from Azusa Pacific University. She maintains a keen awareness of client needs and perspectives to help guide her recommendations for each client. She enjoys seeing clients achieve a successful retirement through purposeful strategy and collaboration.
Dane Gonzales
Retirement Specialist — dane@joletfinancial.com
With a strong analytical background, Dane uses this skill set to enhance how he approaches each client’s unique situation. His direction is based on comparisons, which benefit each client according to their desired results. He is currently working on a degree in Business from CSU in Ohio.
Katherine (Kitty) Inouye
Retirement Specialist — kitty@jotletfinancial.com
With a degree in Business Management from AIU and over 15 years of experience in the financial industry, Kitty has an extensive amount of knowledge to offer her clients. Not only does she deliver a great deal of knowledge, but she also brings a unique perspective to the table for her clients due to her previous experience as a tax preparer. She uses a comprehensive approach to determine and meet each client’s needs.
Ron Travaglino
Retirement Specialist — ron@joletfinancial.com
In the 12+ years of working in the financial industry Ron has honed in on and specialized his skills in developing long term relationships with his clients, ensuring their future is properly arranged for in a successful and efficient manner. His experience with the retirement needs of clients helps him to create a customized and personal approach to each client’s different set of needs.
Zach Armstrong
Retirement Specialist — zach@jotletfinancial.com
Zach holds a B.A. in Project Management. His experience with business clients allows him to keep an owner’s perspective in mind while making helpful recommendations to his clients. His attention to an all inclusive retirement approach brings a depth of assistance to each client’s needs to ensure they walk away having achieved all they hoped for.
Michael Hallinan
Retirement Specialist —
Michael brings years of corporate experience helping individuals and businesses to discover growth and income while decreasing expenses. He finds stable protection for individuals planning to retire.