The best financial meetings have nothing to do with money.
Our most valuable asset is our people. When you work with us, you work with our entire team of experienced and highly-skilled professionals. We also consult our panel of CPAs, insurance advisors, estate attorneys and business planners to ensure every facet of your life is taken into account to best manage your capital and serve your financial goals.
CKA® | CIMA®
John founded this company in 1997 with a passion to both serve his community and help his community serve others through the causes that matter to them. His diligent stewardship is in part refined by his military experience, which instilled in him a strong sense of discipline and strategic thinking. John now uses these skills to develop and refine optimal strategies tailored to the needs of each family we advise. He currently serves on the Board of Directors of the New Mexico affiliate of the National Christian Foundation and is a founding board member of the Grief Resource Center of New Mexico. An avid flyer since the age of 16, John enjoys flying both airplanes and gliders and spending time with his wife of 40 years, Connie.
FINANCIAL PLANNER | CFP® | CKA®
Brian has been part of the JMA team since 2013 and became a shareholder in 2016. As a CERTIFIED FINANCIAL PLANNER™ professional, Brian collaborates with tax advisors, attorneys and insurance professionals to help meet the financial objectives of the families we serve. He has been named the top advisor in New Mexico by both Forbes and Barron’s.* He was also recognized as one of the 2020 Financial Times 400 Top Advisors. He is proud to serve on the board of the New Mexico Christian Foundation. Brian is a sports enthusiast and spends his free time watching, playing and coaching basketball. He especially enjoys watching Portland Trailblazer games with his wife, Emily, and their two sons.
Financial Advisor | AIF®
A member of the JMA team since its founding, Dave is a member of the JMA investment committee and manages our asset allocation models. Dave helps individuals, trustees, and small businesses with investment strategies designed to allow them to both understand and meet their goals and purposes. He loves to share in his clients’ joy the moment they understand they’re financially able to do what they want—whether it is to retire, vacation, or be more philanthropic. Dave graduated from the University of New Mexico with a degree in Economics. Prior to joining JMA, Dave was a Trust Investments Portfolio Manager and a Financial Auditor for the First National Bank in Albuquerque and Medallion Investment Management Company. He loves baseball, whether it’s coaching or watching his favorite teams, the Dodgers and the Diamondbacks.
Jami has been a part of the JMA team since 1999. As Branch Manager, she oversees the daily operations of the company, including managing a variety of client requests, executing trades, consulting, and leading our compliance program. She finds joy in the personal relationships that we build with our clients and sharing in the accomplishment of helping them achieve their goals. Jami is a graduate of New Mexico State University. Prior to coming to JMA, she worked in the trust department of United New Mexico Trust Company/Norwest Bank/Wells Fargo Bank, and is a member of the National Society of Compliance Professionals. She and her family are active in their church, play softball in a church league, and volunteer with Special Olympics of New Mexico. She loves rock hounding and sailing with her husband.
Financial Advisor | AAMS® | CRPC® | CKA®
Greg has been with our team since 2016 and works out of our Arizona office. His financial career spans decades, beginning in 1981 at the Chicago Mercantile Exchange and traverses banks, brokerage firms, and a mutual fund company, holding various roles from service to planning. He enjoys establishing relationships with clients all over the country and supporting their financial plans and finds it exciting to think about the impact our clients have on their communities with their generosity. Outside the office, Greg is active in a ministry that facilitates men’s weekends annually at Lost Canyon in Williams, AZ. A recent empty-nester, he enjoys CrossFit and an occasional round of golf.
Financial Advisor | MBA | AAMS®
Dan has been with JMA since 2013 and takes great pride in the trust our clients place in our expertise, and in the relationships we foster with every individual and family. Dan graduated from New Mexico State University with an MBA in Marketing Management, and received his accreditation as an Accredited Asset Management Specialist soon after. He currently serves on the Stewardship Board of his church. Dan enjoys spending time with his family, cycling, woodworking and making stained glass.
Client Services Manager
Ericka joined the JMA team in 2013. Since then, she has worked to improve the overall client experience and build meaningful relationships with each household we serve. She especially loves planning events and interacting with clients on a daily basis. Ericka graduated from Regis University in Denver, CO, and has extensive experience in the fields of customer service and accounting. When Ericka isn’t at work or chasing after her daughters, Lilly and River, she likes to travel, cook and work on acing her ever-growing list of Pinterest projects.
Financial Advisor | AAMS® | CKA®
Joe has been with JMA since 2017 after a 30-year career in the pharmacy industry. After discovering a passion for financial planning, he finds educating the clients we serve on how to invest wisely one of the most rewarding aspects of his job. He serves his community by being active in CBS and Men’s bible studies, serving on Faith Lutheran church committees and volunteering for the Children’s Grief Center. Joe also loves lifting weights at the gym, spending time with his family and friends, and learning to play golf.
Financial Advisor | AAMS®
Brad joined the JMA team in 2020 after a 22-year career in vocational Christian ministry. He is a native of Arizona and a graduate of Northern Arizona University. He has a deep passion for helping clients develop strategic plans and apply biblical wisdom to help them achieve their financial goals. Outside of work, he and his wife, Rainy, stay busy with their seven children. He enjoys reading, playing sports with his kids, and family adventures in the mountains and forests of Northern Arizona.
Client Service Manager
Nicole joined the JMA team in Scottsdale in 2021. An Oklahoma native, Nicole attended the University of Central Oklahoma and graduated from Murray State College, where she studied sociology and psychology. Her passion for serving others drives her to get to know the unique personalities and needs of our clients in order to best assist them. An avid baker, Nicole loves whipping up a myriad of sweets and hosting events for her friends and family. When she’s not at the office, you’ll find her reading, learning to play golf or hiking with her husband and golden retriever.
Cole moved from Colorado to join the JMA team in 2021. As a CERTIFIED FINANCIAL PLANNER™ and Certified Kingdom Advisor, Cole is passionate about simplifying complex financial decisions by looking at the whole picture and serving our clients through a Biblical lens. He is always searching for ways to help clients utilize their wealth to make a meaningful impact on their communities. Prior to his career coaching people on their finances, Cole spent six years playing professional baseball and continues to have a lifelong love of the sport. Outside of the office you’ll find him golfing, working out, and spending time with his wife and son.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP®(with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investment Management Consultants Association is the owner of the certification mark “CIMA®,” the service marks “Certified Investment Management Analyst,” “Investment Management Consultants AssociationSM,” and “IMCA®.” Use of CIMA® or Certified Investment Management AnalystSM signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
*The Forbes ranking of Best-In-State Wealth Advisors (2018), developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 21,138 advisors nominated by their firms, 2,213 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
The Financial Times 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (April 2020). To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2020, roughly 1,040 applications were received and 400 were selected to the final list (38.5%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT, Ignite Research, and Money-Media, Inc. are not affiliated with Raymond James.
1Minimum account sizes are general since it can vary depending on a range of circumstances. 2Advisors are judged on individual contribution but total team assets are shown, which can include one or more additional advisors. 3Minimum account sizes are general since it can vary depending on a range of circumstances.