Read more about JDM’s client-focused approach to financial planning and investment advice
Our bedrock belief is that important financial decisions should be good life decisions. They should flow from clear thinking about what you would like your money to achieve for you. Financial decisions involve tradeoffs, and we have found that our clients are most successful in making these decisions when they are focused on important financial goals, such as securing a future retirement income stream, providing children with funds for higher education, or leaving a legacy to future generations.
Milestones mark a new beginning. Major milestones, such as retirement, marriage, children, inheritance and divorce, require us to transition emotionally as well as financially.
These life cycle events are occasions to pause and to reflect on how your financial thinking and decision making should change to incorporate new priorities and goals.
During these transitions, the types of questions that arise are those that JDM explores with clients as part of virtually every client relationship.
These are important moments in life when consequential decisions are made and at JDM we feel privileged to play a formative role in the course of our clients’ lives.
Our Client Relationship Summary offers a brief summary of our services, fees, and obligations
when we work with you in an investment advisory relationship. Read the summary here.
Jeffrey D. Munjack, CFP®, MSFS, PFP, CLTC, CFEdTM
Jeffrey Munjack is the founder and president of JDM Financial Group. Jeff has over twenty years of experience in working with family-owned businesses, successful professionals and multi-generational families. His unique expertise integrates leading edge fee-only wealth management with long-term financial planning to optimize financial advice and overall results for clients. Jeff established JDM in 2002 so that he could advise clients outside the sales culture of Wall Street.
Prior to launching JDM, Jeff worked as a Financial Consultant and Certified Financial Manager at a leading global investment firm. He earned his CFP® designation from the College for Financial Planning, a Master of Science in Financial Services from the Institute of Business and Finance, a Professional Designation in Personal Financial Planning from UCLA, and he has completed executive education at Harvard’s Kennedy School of Government in Investment Decisions and Behavioral Finance. Jeff has also served as a Certified Financial Educator with the Heartland Institute of Financial Education, is certified in Long Term Care, and and has California and Texas Life Insurance licenses.
Jessica Roks, CFP®, MBA
Jessica is a Certified Financial Planner™ (CFP®) at JDM Financial Group. Her expertise lies in retirement planning, tax and estate planning. She is driven by a passion to help clients attain financial peace of mind and achieve their life objectives through a customized and goals-based approach to financial planning.
Working for over 14 years with high and ultra-high net worth individuals and families, she also has extensive experience in the areas of investments, employee benefits, risk management, and education planning.
In her free time, Jessica enjoys live music, travel and spending time with friends and family.
Maria Babilonia, CFP®
Maria is a Certified Financial Planner™ (CFP®) at JDM Financial Group. Her expertise lies in insurance-based investing and general financial planning.
With over 10 years of industry experience, an undergraduate degree in finance and financial planning, as well as a CFP®, she brings rigorous training in the classroom and in a professional setting to her work with clients. Prior to joining JDM Financial Group, Maria worked in financial services as a Wealth Associate where she developed an expertise in financial products and planning for clients.
Maria is an animal lover and enjoys spending time with family and hiking with friends.
Jessica Rosenberg
Jessica is Director of Operations at JDM Financial Group. In her current role, she specializes in client service and insurance while supporting the back office and technology platforms.
With over 20 years of experience in the industry, she has also worked many years focused on investment analysis and goals- based financial planning.
Jessica loves live music and spends her free time enjoying shows and supporting the arts in her local community.Lisa Elizabeth Barnes
Lisa is head of Barnes Brokerage Operations, LLC and supports JDM Financial Group with brokerage operations. An expert in problem solving and back office operations, she also enjoys working with and developing long-term relationships with clients.
Lisa worked at Morgan Stanley Dean Witter, where she worked in brokerage operations, on one of the largest teams at the firm. She began her career in financial services at Dean Witter as a Legal Estates Analyst where she was honored as “Rookie of the Year.”
Lisa shares her life with her husband, son, and daughter. In her free time, she enjoys gardening, studying California tide pools, reading biographies, touring lighthouses and entertaining friends.
Sadie
Employee of the Month