JL joins the firm as a Client Engagement Specialist, brining a strong foundation in sales enablement and client support development during his time with JP Morgan Chase. Known for his consistent performance and recognition through multiple Presidents Club awards in previous roles, he approaches every client interaction with professionalism, empathy, and genuine care. He is motivated by the belief that people may forget what you say or do, but never how you made them feel. JL is committed to creating meaningful experiences that leave clients feeling understood, value, and confident in their next step.