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.
Principal | 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. As a CERTIFIED FINANCIAL PLANNER™, Brian collaborates with tax advisors, attorneys and insurance professionals to help meet the financial objectives of the families we serve. Forbes named Brian the #1 Advisor in New Mexico for 2018, and he was the #1 Millennial Advisor in New Mexico and #3 Overall Advisor in their 2017 rankings.* He is proud to serve on the board of the New Mexico Christian Foundation and as Chairman of the Board of True North Financial Ministries. Brian is a sports enthusiast and spends his free time watching, playing and coaching basketball. He especially enjoys traveling to see 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®
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 soon to be an empty nester, he looks forward to woodworking projects and improving his golf game.
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.
Director of First Impressions
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 daughter, Lilly, she likes to travel, cook and work on acing her ever-growing list of Pinterest projects.
Financial Advisor | AAMS®
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.
Connie has been with JMA since the beginning. She earned a Bachelor’s degree from The Ohio State University and a Master’s from The University of South Carolina. After a 12-year career as an educator, Connie (along with John) raised two daughters in Albuquerque’s East Mountains. Connie enjoys scouring thrift stores for old kitchen gadgets and antique quilts. She and John love grilling, birding and traveling, and have explored all seven continents together.
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 America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience. Ranking algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on the ranking. Research Summary (as of September 2017): 19,872 Advisor nominations were received, based on thresholds. 4,504 Advisors were invited to complete the online survey. 4,432 Advisors were interviewed by telephone. 923 Advisors were interviewed in-person at the Advisors’ location. Final list of the top 250 Advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. “Data provided by SHOOKTM Research, LLC Data as of 3/31/2018.
SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 5,832 advisors considered, 1000 made the final list in 2018. For more information see www.SHOOKresearch.com.
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.