JM FINANCIAL STRATEGIES - Key Persons
Brian joined our firm in May 2023. He has more than 10 years of experience in providing various services to investment clients.
Brian enjoys helping clients. He assists our firm's investment clients in opening accounts, transferring funds, and other related duties. Brian has a bachelor's degree in electrical engineering from Villanova University and a Juris Doctor from the University of San Diego. He has been a licensed California attorney since 1996.
In his free time, Brian likes to do things to optimize his health, which is also known as "biohacking." He likes to make fermented vegetables, fermented beverages, and even yogurt. Brian also likes to read, listen to music, meditate, and perform energy practices, such as reiki and qigong.
Job Titles:
- Office Manager
- Tax Preparer
- CRTP & Office Manager
Caroline joined the JM Financial team in 2012 to help with office administration in a seasonal and part-time capacity and became full-time in 2016. She now assists with income tax preparation in addition to providing customer service, scheduling, and technical support. Caroline has a bachelor's degree from San Diego State University and is a registered tax preparer (CRTP) in the state of California. She is an artist in her spare time and enjoys nature walks, photography, and spending time with her husband and two cats. Caroline is also an avid science-fiction enthusiast and loves books, movies, and video games of the genre.
As Tina's daughter, Paige has grown up in the JM Financial office, often filling in as a receptionist from time to time. Paige worked in this office part-time while attending San Diego State University. After graduating in December 2022 with a BS in business marketing, Paige has moved to a full-time position, becoming a California Registered Tax Preparer (CRTP). She is currently studying for the Graduate Management Admissions Test (GMAT) in an effort to return to SDSU to pursue a master's in business analytics with an emphasis in tax and financial planning. In 2023, she plans to study for and receive her FINRA Series 7 and 63 securities registrations. Her hobbies include going to the beach, playing volleyball, attending Padres games, painting, and traveling.
Rhonda joined our firm in July 1999, and in January 2003 she became our registered assistant. She holds FINRA Series 6 and 63 in securities registrations with Commonwealth Financial Network. In this role, she handles a broad range of operational inquiries. She is responsible for all securities-related administrative duties for our advisors, which requires a great deal of multitasking. She is the point of contact for all mutual fund and annuity companies to facilitate client requests. She enjoys spending time with family and friends. Her interests include reading, listening to all genres of music, and watching just about every type of sports-related event.
I have 30+ years of experience helping clients achieve their retirement dreams. While my main focus is retirement planning, I also have extensive knowledge of tax, estate, and investment planning. My approach focuses on the individual's needs, recognizing that each person is different while ensuring every client receives the retirement solution they deserve.
I graduated from the University of California San Diego with a BA in management science (economics) and earned an MBA from the University of Phoenix. In my spare time, I enjoy traveling. My favorite vacation destination is anywhere in Hawaii. Our family has enjoyed traveling in the United States, Canada, Europe, Tunisia, and Costa Rica - experiencing new cultures and delicious foods. I live in University City with my husband, Jeff; and doggos, Nellie and Seymour (see below).