Broker Check

Who We Are

Jack Brkich III, CFP JMB Financial Managers President

Jack Brkich III | President

Jack Brkich is the founder of JMB Financial Managers. Combining over twenty years of investment experience with his expertise in personal financial planning, Jack has established himself as a trusted advisor for individuals, couples, families and business owners. As a Certified Financial Planner, he implements advanced planning strategies by using a broad array of wealth creation and preservation techniques.

Email: Jack | Profile


Meet the Team

Desiree Jones JMB Financial Managers Operations Coordinator

Desiree Jones

Operations
Coordinator

Email: Desiree
Profile

Bridget Quijada JMB Financial Managers Retirement Plan Specialist

Bridget Quijada

Retirement
Plan Specialist

Email: Bridget
Profile

Shanna Klahn JMB Financial Managers Marketing Coordinator

Shanna Klahn

Marketing
Coordinator

Email: Shanna
Profile

Kristin Brkich JMB Financial Managers Information Coordinator

Kristin Brkich

Information
Coordinator

Email: Kristin
Profile