Who We Are

At Euclid Financial Services, our team is comprised of down-to-earth financial professionals from a variety of backgrounds working to help individuals and families pursue their ideal retirements.

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

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

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

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

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

Jaclyn Clarke

CUSTOMER SERVICE SPECIALIST

Jaclyn Clarke

 

Years in field: 25+
Became a Euclidteer: 2022
Industry knowledge: 50/100
Making coffee: 25/100
Special hobby: Traveling
Favorite music: 80s hair bands
Problem-solving: Sudoku Good
Trust: 98/100

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.

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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.

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