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Just a few blocks north of Interstate 10 on D and Second streets. Exit on Euclid Avenue and go North to D street.
Just a few miles south of the freeway. Exit Mountain Avenue (in Upland) and travel south. Travel east onto Foothill to Euclid Avenue. Go south onto Euclid and east on Arrow Highway. Turn right onto Second Street.
The Nautilus Group® is an exclusive resource and service of New York Life Insurance Company accessible to Member Agents working with affluent, high-net-worth and business owner clients. Nautilus provides a range of consultative services and technical case design to support its Member Agents in presenting estate, business, charitable, insurance, and retirement strategies to their clients and their clients’ advisors in these key areas: Family Protection, Estate and Legacy Planning, Business Succession and Exit Planning, Executive Benefits, and Philanthropy.
Since every client has unique requirements, The Nautilus Group® staff and its Member Agents employ an individualized case development strategy, working on a team basis with the clients’ professional advisors.
Member Agents of The Nautilus Group®, through their expertise and commitment to this team approach, can provide resources, services, and solutions that help their clients work with their own professional advisors to attain clarity on their financial situation and to also help achieve their business and estate planning objectives.
This consultative process fosters an understanding between the client, the Nautilus Member Agent, and the client's circle of advisors. Working hand in hand with the Nautilus staff, Member Agents present their clients with state-of-the-art planning strategies and customized case analyses designed to meet the client’s complex objectives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual.
The Nautilus Group® is located in Dallas, Texas, and is staffed by an elite team of professionals experienced in law, taxation, accounting, business, insurance, finance, and philanthropic planning. This team provides dedicated support for Nautilus Member Agents, an elite group of experienced insurance and financial industry leaders, firmly committed to a team approach concept.
The Nautilus Group® is a service of New York Life Insurance Company. Neither The Nautilus Group®, its member agents, nor its staff provide tax, legal, or accounting advice. Clients are urged to seek the advice of their own professional advisors before implementing any planning strategies.
David is the Founder and Executive Director of DH Financial & Insurance Services. Since 1972, he has developed plans for clients that help crystallize their objectives and provide a long-term vision matching their life's passions, priorities, and purpose.
**MDRT, The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
In 2002, Nick joined his father, David Hjorth, AEP®, CLU®, CHFC®, at DH Financial & Insurance Services. Since that time, Nick has specialized in helping successful individuals, families, and business owners make purposeful & strategic financial decisions in the areas of family protection, investment & retirement planning, estate and legacy planning, business continuity planning, and charitable giving. Prior to joining DH Financial, Nick worked as an Auditor and Senior Auditor for PricewaterhouseCoopers LLP in New York, New York. He primarily focused on auditing and financial statement analysis for Fortune 500 Companies, large nonprofits, and initial public stock offerings.
As a second-generation family member, Joanna joined DH Financial & Insurance Services in January 2006. As Director of Operations, she concentrates her expertise on assuring continuous efficiency in the firm. As a significant relationship manager in the operation, Joanna works closely with the DHF Team to assure that the commitment to continuous, first-class service for clients is consistently realized. She is responsible for the development and management of the company's high-quality service operation and client experience, including accounting, compliance, and human resources. She is also a Licensed Service Assistant who manages all aspects of the clients’ experience, assuring every detail is completed in a satisfactory manner and in a time frame that will accommodate all clients’ needs.
Joanna was born and raised in Upland, CA and loves everything that Southern CA has to offer. In 2003, she graduated Magna Cum Laude from the University of San Diego with a Bachelor of Business Administration degree and a minor in Leadership Studies. In 2007, Joanna obtained both her CA Notary License and her CLTC® Designation.
Joanna and her husband, Chris, enjoy spending time with their children, Abigail and Andrew, and supporting them in all of their passions (dancing, singing, piano, & soccer). They love devoting themselves to their community by serving on PTA and at their local church & charities. Their favorite family location is the "Happiest Place on Earth" - Disneyland!
DeDe began at DH Financial & Insurance Services in June 2010. In her role as Project & Marketing Associate, she is responsible for assisting in the creation and management of long-term marketing plans. She also provides creativity and cutting-edge innovation elevating the DHF Experience for clients, strategic partners, and the DHF team.
DeDe was raised in the city of Alta Loma. She graduated from California State Polytechnic University, Pomona with a B.S. in Business Administration. She has one child and enjoys baking Christmas cookies, sewing anything and everything, gardening (especially weeding), and doing volunteer projects with her church in the areas of Outreach, Stewardship, and Gardening.
Debbie joined DH Financial & Insurance Services in January 2018. Before joining our team, Debbie had a long career in the financial services industry that started in the banking and real estate sector, then moved into being a financial advisor and registered representative.
As the firm’s Underwriting & Client Service Associate, Debbie provides expertise to support and manage a client’s underwriting and service experience assuring every detail is completed in a satisfactory manner and within a time frame that will accommodate the client’s needs.
Debbie is married with five boys and has lived in Alta Loma since 1984. Her joys in life include family, being a soccer mom, camping, and volunteering at the Lewis Family Playhouse
Julie joined DH Financial & Insurance Services in November 2018. As the firm’s Client Service Associate, Julie provides expertise in supporting and managing a client's service experience assuring every detail is completed in a satisfactory manner and within a timeframe that will accommodate the client’s needs.
Born and raised in Montana, Julie graduated from Carroll College with a Bachelor of Arts degree in Business Administration with specializations in Economics and Management and brings 20 years of business and client services experience.
Julie enjoys outdoor activities, volunteering at church, and spending time with family and friends, most importantly, her husband, Gabe.
Matthew joined DH Financial & Insurance Services in January 2022 as our firm’s Analyst Associate. Matthew was raised in Orange County and graduated with associate degrees in art and science from Orange Coast College. After purchasing a home in Chino, CA in 2014, he transferred to Cal Poly Pomona and graduated in 2020 with a bachelor’s degree in finance.
Matthew has extensive experience in customer relations. Since he had always enjoyed helping others, and loved working with numbers, he decided to combine these two passions and help others reach their financial goals in the financial planning industry. Matthew will be pursuing his Certified Financial Planning Certification in 2023.
Matthew has been married to his wife Alexandra since 2017. They have two children, Lukas and Eli. In his spare time, Matthew enjoys the outdoors with his family- hiking, fishing, camping, and days at the beach. He also loves playing sports when time permits and cherishes time spent with friends out on the field.
Jessica joined DH Financial & Insurance Services in June 2021 after 15 successful years in banking and customer service. As the firm’s Client Service Associate, Jessica provides expertise in supporting a client’s financial service experience, including assisting with establishing, and maintaining, all financial accounts.
Jessica is passionate about aiming to exceed clients’ expectations and building close relationships. Boasting a strong background in supporting staff & senior management, Jessica also possesses an excellent approach to problem-solving by excelling within highly competitive environments where leadership skills are key to success.
Jessica was born and raised in the Ontario/Chino area where she met and married her high school sweetheart. They have been together for 18 years and have 2 beautiful daughters. In her free time, Jessica can be found at the Softball Field with her husband & 2 girls, spending time entertaining guests in their home, baking, cooking, going camping, and vacationing with friends & family.
