Managing Director
With over 25 years in the finance and insurance industries, Jana Doucett has built a career defined by trust, collaboration, and results. She partners with financial professionals and their clients to design customized risk management strategies that align with their goals and values. Throughout her career, Jana has guided individuals and families through business transitions, liquidity events, and multi-generational planning. Known for translating complexity into clarity, she collaborates with financial advisors, attorneys, and CPAs to create comprehensive, value-driven wealth and estate strategies. At Long Road Risk Management, Jana serves as Managing Director and point-of-sale expert, partnering with financial institutions to design innovative, client-focused solutions that meet the diverse needs of partners and their clients. She always upholds the highest standards of professionalism and integrity. Originally from Illinois, Jana now lives in Camas, Washington with her husband, Jason. She enjoys traveling, gardening, remodeling and spending time with their five children and four grandchildren.
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Client Service Associate
As a Client Service Associate, Casey works closely with wealth management firms to deliver creative insurance solutions. She is responsible for supporting the operational activities of our advisors, providing exceptional client experiences, and assisting in ongoing management/monitoring services for in-force policies. Casey is an integral part of our client service team and is dedicated to being a trusted life insurance resource for LRRM’s team and their clients. Casey lives in Cuyahoga Falls with her cat, Ruby Tuesday. She enjoys attending concerts, spending time with family and friends, and playing softball on Friday nights in Strongsville.
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Client Service Associate
As a Client Service Associate, Kendra works closely with wealth management firms to deliver creative insurance solutions. She is responsible for supporting the operational activities of our advisors, providing exceptional client experiences, and assisting in ongoing management/monitoring services for in-force policies. Kendra is an integral part of our client service team and will is dedicated to being a trusted life insurance resource for LRRM’s team and their clients. Kendra lives in Copley with her dog, Zara. She enjoys traveling, attending concerts, spending time with family and friends, sipping coffee, watching romantic comedies, and getting lost in a good book.
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Managing Director
Matt works with financial professionals and their clients to design comprehensive risk management solutions. With experience in estate planning, wealth transfer and business planning, Matt is a trusted consultant and provides expertise for Financial Advisors, CPAs and their clients. Matt’s prior experience includes 20 years as a practicing Financial Advisor, Area Leader and Regional Vice President (Prudential). He is a Certified Financial Planner (CFP®), holds an MBA from Brigham Young University (BYU) and is also fluent in Spanish. He holds FINRA Series 6, 63, 65 and 26 securities registrations. As a Managing Director at Long Road, he is committed to designing innovative solutions to meet the diverse needs of clients and partners, and he upholds the highest standards of professionalism and integrity. Originally a Hoosier, Matt now resides in Eagle Mountain, Utah with his wife, Marci. He enjoys cycling, skiing and spending time with his seven children and three grandchildren.
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CFP®, CLU® Managing Director
Patrick Velekei began his financial services career in 1999. Patrick is a graduate of Shippensburg University with a Bachelor’s degree in Business Administration, majoring in Finance and Management Science. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2006, and the Chartered Life Underwriter®(CLU®) designation in 2012. Patrick has been very involved in his local business community. He is an Eagle Scout and has served on a variety of non-profit boards in his local area. Patrick resides in Wyomissing, PA with his wife, Meredith and their two daughters, Jillian and Kara.
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