The best financial meetings have nothing to do with money.

Meet Our Team

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.

Financial Advisors

Client Services

Financial Advisors

Brian Cochran

FINANCIAL PLANNER | CFP® | CKA®

Areas of Expertise

Succession | Small Business | Retirement | Generosity

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.

Cole Leonida

FINANCIAL PLANNER | CFP® | CPWA® | CKA®

Areas of Expertise

Estate Planning | Tax Strategy | Retirement | Insurance & Annuity

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 sons.

Joe Limke

FINANCIAL ADVISOR | AAMS® | CKA®

Areas of Expertise

Retirement | Estate Planning | Medical Professionals | Tax Strategy

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.

John Onesti

FINANCIAL PLANNER | CFP® | CKA®

Areas of Expertise

Retirement | Commodities | Technical Analysis | Tax Strategy

John joined the JMA team in 2023. As a CERTIFIED FINANCIAL PLANNER™, he enjoys helping clients achieve their investment goals using tested and timeless biblical principles. An Illinois native, John graduated from University of Illinois in Champaign-Urbana. He has worked in the financial services industry since 1994, when he became a member of the Mid-America Commodity Exchange in Chicago. Since then, John has worked for some of the largest companies as a financial advisor, retirement consultant and HSA specialist. Among the charities he holds closest to his heart are those that aid children with diabetes. He also enjoys studying the bible, reading history, collecting coins, playing chess, and spending time with his family and their two dogs.

Andy Ferguson

FINANCIAL PLANNER | CFP® | CKA®

Areas of Expertise

Retirement | Insurance & Annuity | Education Planning | Pastoral Finance

Andy earned his CFP® designation in 2016 and the Certified Kingdom Advisor® designation in 2022 before joining the JMA team in 2023. As a Christian, his faith is his compass, driving him to merge biblical principles with financial planning as he guides people to be faithful stewards of God’s resources. Outside of work, Andy shares his love of baseball with his wife and kids, and can usually be found sharing family time or engaging with his church’s youth ministry and financial coaching team. He also enjoys reading, coffee, podcasts, and hiking the Phoenix Preserves in his spare time.

Bethany Filer

ASSISTANT FINANCIAL ADVISOR

Areas of Expertise

Young Professionals | Personal Finance | Generosity

Bethany Filer joined the JMA team in 2022 after graduating from Friends University and is pursuing a certification in financial planning. With a background in tutoring, Bethany loves asking precise questions to help people articulate and meet their objectives. Her training in ministry, including working with teens in the foster care system, has shaped her passion for cultivating whole-heartedness and generosity in her own life and the lives of those around her. Bethany’s favorite recreational activities include running, engaging in good conversation, and writing songs that reflect her faith journey.

Kaile Judge

ASSISTANT FINANCIAL ADVISOR

Areas of Expertise

Young Professionals | Retirement | Personal Finance

Kaile joined the JMA team in 2024, shortly after graduating from Liberty University with a degree in Business Administration: Financial Planning. From a young age, Kaile has enjoyed serving and helping others and knew she needed to be in a career where she could fully embrace this passion. After discovering financial planning in high school, she has pursued this career path both as an area of study and while serving as a peer financial coach at Liberty University. She is also interested in mental wellness and psychology, with a passion for people and fostering a deep understanding of others. Outside of work, she enjoys going to the gym, hiking, reading, and community involvement with foster care and adoptive families.

Client Services

Greg Hartenbower

SENIOR CLIENT SERVICES MANAGER | AAMS® | CRPC® | CKA®

Areas of Expertise

Account Opening | Charitable Giving | Trading | Account Transfers

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.

Ericka Bender

CLIENT SERVICES MANAGER

Areas of Expertise

Account Opening | Account Transfers | Charitable Giving | Event Planning

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.

Debbie Repp

CLIENT SERVICES ASSOCIATE

Areas of Expertise

Money Movement | Scheduling | Tax Forms to CPAs

Joining the JMA team in May 2023, Debbie entered the world of finance by way of the healthcare sector. She brings extensive administrative and organizational skills and a compassionate, friendly personality that centers on supporting people in living life to its fullest. Debbie’s creativeness shines not only when planning events, but also through her daily interaction with clients. She is a history buff at heart and enjoys bicycling, traveling, and spending time with family and friends.

Alyssa Aguinaga

CLIENT SERVICES MANAGER

Areas of Expertise

Account Opening | Account Transfers | Money Movement | Event Planning

Alyssa earned her MBA with an emphasis in Accounting from Grand Canyon University in 2016 while working full time as a sales manager. She then went on to gain experience with a national brokerage firm before joining the JMA team in 2024. She has been involved with numerous charities throughout her lifetime, and one of her earliest memories is volunteering at a dog shelter handing out toys to new pet parents. Alyssa is also active in the health and wellness space; a former group fitness instructor, she has been attending group fitness classes since she was 11 years old. Her other passions include music, cycling, helping with local events, and spending time with friends, family, and her three pet shepherds.

Matthew Miller

INVESTMENT OPERATIONS MANAGER

Areas of Expertise

Quantitative Analysis | Investment Research | Portfolio Rebalancing

Matt started his work with JMA as an intern in 2021. Prior to studying finance, he gained several years of experience in programming and technical research. He spent 18 years as an accomplished pianist, playing for multiple churches and jazz bands. His passion lies behind the scenes in assisting others through research and analysis. When he’s not at the office, he is usually reading, enjoying the outdoors with friends, or fixing up his ’68 Chevy.

Jami Schwalm

CHIEF COMPLIANCE OFFICER

Areas of Expertise

Compliance | Trusts & Estates | Branch Manager

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 loves rock hounding and sailing with her husband.

Founder

John Moore

CONSULTANT | CKA® | CIMA® | CAP®

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 retired in 2022 but continues to lend his wisdom to the JMA team as a consultant. An avid flyer since the age of 16, John enjoys flying both airplanes and gliders and spending time with his wife of over 40 years, Connie.