Our Team

Michael Morse

President/Owner

Mike established Jumbo CD Investments, Inc. as a CD management and consulting firm in 1991 after working as a deposit funding specialist for three financial institutions from 1985 – 1991. He is a FINRA registered representative (CRD#4490531) with Gill Capital Partners in Denver, CO. In 1985 he graduated from the University of California, Davis, with a Bachelor of Science Degree in Managerial Economics. He has been married for 26 years, is a father of four children and has faithfully served as treasurer of his church, Grace Fellowship of Dixon, since 1994. In his free time he enjoys snowboarding in the winter and water-sports in the summer.

Chris Duncan

National CD Specialist

Chris has been with Jumbo CD Investments since December 1999. He is a computer guru turned salesman. Scary, huh! His main responsibility is to help investors purchase high yielding, safe, and secure CDs. He currently oversees a portfolio over $250 Million. Since October of 2002 he has been a FINRA (formerly NASD) Registered Representative with Gill Capital Partners in Denver, CO (CRD# 4551682). He has been married for 19-years and has six children. He loves to read, listen to music, and coach soccer.

Shannon Speake

National CD/Funding Specialist

Shannon has been working with Jumbo CD Investments before she could even drive. She started as a part time intern in 2002. Then, in 2006 she began working full time as the administrative assistant. From there she moved on to assist financial institutions in need of funding as well as helping investors locate CD rates that best fit their investment criteria. Her honesty & great customer service make it a pleasure for clients to work with her. When she’s not searching for CD rates, Shannon enjoys traveling & pursuing her passion of photography.

Josh Rector

Institutional Funding/Transaction Specialist

Josh Rector started working with Jumbo CD Investments in February 2010. Josh lived in Texas for 21 years before moving to California to join the Jumbo CD Investments crew. Josh wears many hats in the office but his primary role is to assist financial institutions in getting the funding they need in an efficient way. He also works hard to make sure that the CD transactions go smoothly and that every client is completely satisfied with each trade. Josh was married in September 2010 to Katie Morse (daughter to Mike & sister to Shannon). In his free time, he enjoys the California outdoors – snowboarding and wakeboarding, playing music, sports, and visiting friends & family in Texas.