Paul established his successful practice by providing clients with exceptional insurance solutions and service. Paul specializes in counseling high net worth individuals and families in the areas of estate planning, business succession and charitable planning. By working closely with the client and their advisors, the processes and expertise Paul brings to the team ensures a seamless execution of the client’s estate plan.
A graduate from California State University at Northridge with a degree in Kinesiology, Paul started his career as a physical education educator. After earning his California Lifetime Teaching Credential, he taught biology and physical education. He was a Master Teacher for the graduate students at the University of California at Los Angeles (UCLA). Paul draws on his teaching experience to explain and communicate difficult, complex estate planning issues to his clients and their advisors.
Paul serves as a founding member and current executive board member of the Water Buffalo Club, a charitable foundation that helps underprivileged children in the Los Angeles area. Paul is passionate about community and family. He has two grown daughters and thoroughly enjoys fly-fishing and skiing. When he is not in the office or enjoying the outdoors, Paul resides in Brentwood.
Kelli Saperstein manages the day-to-day operations within the firm. She helps direct, develop and implement the company’s vision and strategic plan. Prior to joining The Jablon Group in 2008, Kelli served as the Director of Process Development for Schechter Wealth Strategies in Birmingham, Michigan where she managed the firm’s new business implementation and marketing and advertising efforts. Previous to her experience with Schechter, Kelli was a Financial Advisor at Morgan Stanley Global Wealth Management in Detroit, Michigan where she managed over $100 million on behalf of individuals and families. Kelli is a graduate of the University of Michigan with a B.A. in Economics and English. She also studied at London School of Economics and Political Science where she completed several programs in finance and global economies. Kelli is passionate about knitting, traveling and yoga. She and her husband Jared live in Westwood.
As the Director of Underwriting, Nancy’s strengths lie in her solid underwriting background, ability to analyze competitive markets and comprehensive product knowledge. Nancy joined The Jablon Group in 1994 and has developed deep rooted relationships with clients, advisors, and life insurance companies alike. Nancy specializes complex life insurance underwriting and manages the underwriting case flow.
Always one for continuing education, Nancy is currently pursuing the Chartered Life Underwriter designation. She is a graduate of Trinity Christian College with a Bachelor of Science in Business Administration with a Marketing concentration. Prior to joining The Jablon Group, Nancy spent three years in the entertainment industry as a post production supervisor and marketing assistant. Nancy loves to travel, deep sea fish, scrapbook, and is an avid reader. She recently won a year’s supply of Kettle Chips! Nancy resides in Santa Clarita Valley with her partner Ang and step-son.
Sherrie’s 30 year history in the business and twenty-three year history with The Jablon Group has allowed her to develop long standing and meaningful relationships with clients and their advisors. She has the experience and has been involved in many all aspects of our company including marketing, underwriting and policy service. She understands that service is the absolute core of any professional relationship.
Sherrie oversees all policy inquiries from clients and advisors. She assists in marketing and support functions for our business entity of The Jablon Group.
Sherrie maintains unique relationships with our core insurance companies and their counterparts. This unique ability has helped Sherrie get what we want sooner.
Sherrie lives with her husband and son in Scottsdale, AZ.
