Thomas founded Directions Financial & Insurance Services to give his clients the best possible service. Thomas has been working in financial services for several years. He holds a bachelors degree in business finance from California State University Dominguez Hills and has the Registered Financial Consultant designation. His specialties are investment management, retirement and estate planning, company benefits planning, life and health insurance planning.
Thomas enjoys being active and spends his free time snorkeling, kayaking, and hiking.
Jeffrey has 3 years of experience in the Insurance industry specializing in matching asset protection solutions to the needs of his clients that best blends value and amount of coverage. His specialties are personal auto and homeowner's insurance, excess liability insurance, Jeffrey is the co-founder of Directions Financial & Insurance Services. Jeffrey holds a bachelors degree in business management from Whittier College.
In his spare time Jeffrey enjoys spending time with his wife Ellen. He also enjoys taking vacations around the world with his family.
Katie Sue Christofferson
Katie is an experienced commercial property and liability insurance specialist. Her focus is business insurance analysis and planning. She is currently pursuing her Associate in Risk Management designation. She specializes in worker's compensation insurance, commercial property and liability insurance, and insurance planning for investment property owners.
Originally from Minnesota, Katie Sue enjoys going home to visit her family and friends. In her spare time she enjoys hockey and spending time with her friends.