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.
As Advisor’s Assistant, Savannah is responsible for the administrative, operational, and service functions of our firm, on behalf of specific client and vendor relationships.
A graduate of California State University, Long Beach, her background includes banking, administration, and legal affairs. Her interests include cooking, spending time with her dogs Cleo & Banjo, and watching true crime documentaries. Savannah can be reached at 949-251-3544 extension 100 or savannah.tinoco@ceteraadvisors.com.
As Advisor’s Assistant, Esmeralda is responsible for the administrative, operational, and service functions of our firm, on behalf of specific client and vendor relationships. This allows her to implement and improve upon our Service First Philosophy.
A graduate of California State University, Long Beach, her background includes finance, auditing, and program coordination. Her interests include traveling, spending time with family, and doing volunteer work for the Alzheimer's Association. Esmeralda can be reached at 949-251-3544 extension 104 or esmeralda.yepez@ceteraadvisors.com.
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.
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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