Jack Brkich is the founder of JMB Financial Managers. Combining over twenty years of investment and personal financial planning experience, 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.
Mei Doran is responsible for the client service, administration, and operational functions of our firm, on behalf of specific client and vendor relationships.
She graduated from California State University at Sonoma, and her background includes a time with the American Cancer Society in a community and administrative support role, and a stint with Warner Brothers as a financial analyst. Her interests include raising her children, attending their activities, and supporting cancer related charities.
As practice manager, Kristin is responsible for the day-to-day business and financial operations of the firm, providing employees with a safe, professional, and enjoyable workplace, and ensuring the delivery of consistent and exceptional service to our clients. Prior to joining the firm, Kristin held a similar role as Director of Operations for Jacques Vert USA.
Kristin holds a Bachelor's Degree in Marketing from Santa Clara University, where she also earned a Certificate in Retail Management. Already holding the FINRA Series 7 and 65 securities registrations, Kristin is currently pursuing the necessary registrations to eventually take on branch management duties as well.
Sandi Lubard is responsible for the client service, administration, and operational functions of our firm, on behalf of specific client and vendor relationships.
She attended California State University at San Francisco, and her background includes a time with The Covington Retirement Community in an administrative support role and time with First Team Real Estate as a licensing and regulatory coordinator.
As Marketing Coordinator, Shanna is responsible for the creation, implementation and measurement of the firm’s marketing plan and supporting strategies to ensure our clients and prospects are fully aware of all the services we provide.
Shanna joined the firm in 2014 and has since graduated from Chapman University in Orange, CA with Bachelor's degree in Business Administration with an emphasis on Marketing; accompanied by a Digital Imaging and Design Minor.
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