Meet Your Retirement Team
Josh Wells
PRESIDENT
Josh Wells
Years in field: 25+
Became a Euclidteer: 2003
Industry knowledge: 100/100
Making coffee: 12/100
Special hobby: Boat restoration
Favorite music: Ska bands
Problem-solving: 1000-piece puzzle good
Trust: 100/100
Manny Rezendes
FINANCIAL ADVISOR
Manny Rezendes
Registered Investment Advisor with Bountiful Investment Management, LLC
Years in field: 10
Became a Euclidteer: 2015
Industry knowledge: 100/100
Making coffee: 100/100
Special hobby: BBQ
Favorite music: Country
Problem-solving: Rubik’s Cube good
Trust: 100/100
Louise Casiano
OFFICE MANAGER
Louise Casiano
Years in field: 25+
Became a Euclidteer: 2016
Industry knowledge: 100/100
Making coffee: 0/100
Special hobby: Gym rat
Favorite music: 80s rock
Problem-solving: Crossword good
Trust: 100/100
COMING SOON
FINANCIAL ADVISOR
Financial Advisor
Years in field: 4+
Became a Euclidteer: 2022
Industry knowledge: 50/100
Making coffee: 100/100
Special hobby: Soccer
Favorite music: Alternative
Problem-solving: Crossword good
Trust: 98/100
Marco Malena
IT SPECIALIST
Marco Malena
Years in field: 13+
Became a Euclidteer: 2020
Industry knowledge: 100/100
Making coffee: 100/100
Special hobby: Auto mechanic
Favorite music: Reggae
Problem-solving: Rubik’s Cube good
Trust: 100/100
Irene Matton
BOOKKEEPER
Irene Matton
Years in field: 45+
Became a Euclidteer: 2018
Industry knowledge: 100/100
Making coffee: 20/100
Special hobby: Gardening
Favorite music: Polka
Problem-solving: Sudoku good
Trust: 100/100
Jeff Ward
FINANCIAL CLERK
Jeff Ward
Years in field: 35+
Became a Euclidteer:2021
Industry knowledge: 100/100
Making coffee: 65/100
Special hobby: Golf
Favorite music: The Beatles
Problem-solving: Rubik’s Cube good
Trust: 100/100
Justin Crooks
CUSTOMER SERVICE SPECIALIST
Justin Crooks
Years in field: 4+
Became a Euclidteer: 2023
Industry knowledge: 85/100
Making coffee: 34/100
Special hobby: Basketball
Favorite music: Billy Joel
Problem-solving: Sudoku Good
Trust: 100/100
Jeremy Tengren
MARKETING SPECIALIST
Jeremy Tengren
Years in field: 6+
Became a Euclidteer: 2021
Industry knowledge: 100/100
Making coffee: 75/100
Special hobby: Cycling
Favorite music: Alternative rock
Problem-solving: Rubik’s Cube good
Trust: 99/100
Anna Downes
MARKETING SPECIALIST
Anna Downes
Years in field: 4+
Became a Euclidteer: 2022
Industry knowledge: 50/100
Making coffee: 100/100
Special hobby: Soccer
Favorite music: Alternative
Problem-solving: Crossword good
Trust: 98/100
Julianna Labriola
MARKETING SPECIALIST
Julianna Labriola
Years in field: 4+
Became a Euclidteer: 2022
Industry knowledge: 75/100
Making coffee: 40/100
Special hobby: Photography
Favorite music: Indie rock
Problem-solving: Coloring book good
Trust: 85/100
Interns
Intern
At Euclid Financial Services, we believe it is important to facilitate the education of future generations of professionals. Internship opportunities are available in all of our departments, and interns are introduced and welcomed into the professional sphere through guidance, coaching, and respect.
Staffers
Staffer
At Euclid Financial Services, all of our team members are important to us, and headshots and bio information are processed as fast as we can. Still, the accuracy of this information varies depending on position filtration. This spot is reserved as a place setter to honor our current staff until updates can be made.
Financial Advisors
Advisor
At Euclid Financial Services, all of our team members are important to us, and headshots and bio information are processed as fast as we can. Still, the accuracy of this information varies depending on position filtration. This spot is reserved as a place setter to honor our current staff until updates can be made.
Bountiful Investment Management
Euclid Financial Services has partnered up with Bountiful Investment Management for the greater goal of retirement planning. Bountiful holds and represents the same value system while serving the community in ways that Euclid is not able to do. This partnership allows Euclid to provide service that supports our mission of putting our client’s best interests first.
Ready To Take
The Next Step?
For more information about any of our products and services, schedule a meeting today or tune in to The Retirement Factory.