Meet the Team
Jason DePetris
Jason DePetris is the founder and Principal at Be Here Now Insurance and Financial Services. Jason is a Certified Financial Planner as well as an Investment Adviser Representative registered with Eagle Strategies LLC, a registered Investment Adviser. Jason has 14 years of experience in the insurance and financial services industry and holds a Bachelor of Arts degree in Psychology and a Master of Science degree in Special Education.
Emma Griffin
Emma is the Administrative Assistant at Be Here Now Insurance and Financial Services, handling scheduling and facilitating account service requests. Emma has 10 years of client service experience specializing in sales administrative support. Emma has a degree in Organizational, Cross-Cultural, and Interpersonal Communication from California State University Long Beach.
Advanced Planning Group: As an agent of New York Life Insurance Company, Jason works with New York Life's "Advanced Planning Group". New York Life's Advanced Planning Group is a team of more than 30 professionals with specialized training in law, taxation, accounting, business, insurance, finance, and philanthropic planning. This collaborative working relationship allows Jason to bring clients together with you and your advisors by phone, face-to-face, or virtually to provide the most professional and up-to-date strategies to maximize the potential for you to reach your goals.