• Teams Positions: Senior Client Service Associate

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12 September

Nathan Tiep

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As a Client Service Associate, Nathan prides himself on helping our clients with their unique needs as they pertain to account operations, while ensuring each experience is pleasant and effective. He thrives in the team-focused environment at JSF and values his interactions with people in all forms, whether it be clients, advisors, or affiliated third-party managers.

Nathan grew up in neighboring Long Beach and attended California State University, Long Beach. Prior to joining JSF in 2022, he spent 9 years at Western Asset in the Investment Support Division.

Outside the office, Nathan stays active, playing team sports – especially softball — or camping and appreciating the outdoors with his wife and 8-year-old blue heeler, Sadie. He also enjoys watching sports, and during baseball season can be found at Dodger Stadium cheering on the home team. If you’re lucky enough to be invited over, it’s been shared with us on good authority that he’s a great cook.

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19 July

Eric Villhauer

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As part of our Client Service team, Eric plays a key role in prepping and reviewing paperwork for client meetings and account operations. He helps to ensure smooth processing and acute accuracy of client documents, with the overarching goal of providing clients with clarity and peace of mind during their pursuit for financial wellness. He is always on the lookout for opportunities to help his teammates or improve firm processes.

Eric graduated with a bachelor’s degree from Waldorf University in Forest City, Iowa, just a few hours north of his hometown of Wellman. Prior to joining JSF, he was an Agent at New York Life. He was also a Project Manager at ERT in Boston before to moving to sunny Los Angeles.

When he is not in the office, Eric enjoys watching baseball and rugby with his family. He can never turn down a delicious coffee or ice cream – and has often found the best way to enjoy them is together. Whether on his own time or within office hours, he is most excited when immersing himself into learning something new.

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