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 brings comprehensive administrative support services to the clients she serves and facilitates communication among the JMB Financial Managers team. She is extremely detail oriented and a creative problem solver.
She has two decades of deep experience providing administrative support, superior client service, and financial reporting. Prior to joining the JMB Financial Managers team, she worked in a community and administrative support role at the American Cancer Society. She was also a financial analyst at Warner Bros. Mei attended California State University, Sonoma and received her B.S. in business administration.
Mei lives in La Puente with her children. She is proficient in conversational Mandarin. In her free time, she supports the American Cancer Society and enjoys attending her children’s activities. She also loves all things Disney and is a fan of The Big Bang Theory.
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Jackie delivers comprehensive administrative support services to the clients she serves and expedites communication among the JMB Financial Managers team of financial professionals. She is enthusiastic and collaborative.
She brings 20 years of extensive experience providing complex administrative support, data management, and information dissemination. Prior to joining JMB Financial Managers, she was a sales administrator for Warner Bros. Jackie earned her B.A. in sociology from California State University, Fullerton.
Jackie lives in Orange County. In her spare time, she enjoys paddle surfing, DC comics and wine tasting.
Sandi provides comprehensive administrative support services to the clients she serves, as well as to the JMB Financial Managers team of financial professionals. She is highly organized and has strong communication skills.
She has 15 years of professional experience providing a high level of client service, administrative support, and information management. Before joining JMB Financial Managers, she was a licensing and legal coordinator for First Team Real Estate. Sandi went to San Francisco State University and studied business administration.
Sandra lives in Orange County. Outside of the office, she volunteers at the Cedars-Sinai Cancer Center. She loves animals and has been an avid skier since the age of five.
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.
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