The people who work at JM Financial Strategies are friendly. Down to earth. Good listeners. Having been in the business a long time, we've encountered this mix in attitudes—and a whole lot of market cycles (both good and bad!). We've got a lot of perspectives that can keep you on an even keel through the ups and downs.
Tina G. Huston
Tina G. Huston began her career in 1989. She has addressed clients' tax, estate, and investment needs, and specializes in all three fields. Tina is a CERTIFIED FINANCIAL PLANNERTM practitioner (CFP®) and holds FINRA Series 7 and 24 securities registrations as a Registered Representative and Investment Adviser Representative with Commonwealth Financial Network®. She also has life and variable annuity insurance licenses (CA Insurance Lic # 0784235.) Tina graduated from University of California San Diego with a BA in management science and holds an MBA from the University of Phoenix. In her spare time, Tina likes to do volunteer work and previously sat on the San Diego Autism Society board of directors. She was recognized as the CHAD 2008 Volunteer of the Year. Tina lives in University City with her husband, Jeff; girls, Mallory and Paige; and dogs, Sara and Nell.
Five Star Wealth Manager Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,337 San Diego wealth managers were considered for the award; 349 (27 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Terence Tunnell joined our firm in January 2010 to assist with tax preparation and accounting. Terry graduated from San Diego State University with a BA in accounting and an MS in accounting with an emphasis in taxation. Terry is a Certified Public Accountant (CPA) and holds memberships with the AICPA and CALCPA. As a CPA, Terry has worked in both public accounting and private industry, specializing in small businesses. Terry is a CERTIFIED FINANCIAL PLANNERTM practitioner (CFP®) and holds FINRA Series 7 and 66 securities registrations as a Registered Representative and Investment Adviser Representative with Commonwealth Financial Network®. He also has life and variable annuity insurance licenses (CA Insurance Lic #0H67950). Terry lives in Scripps Ranch with his wife, Julie, and son, Brian. He enjoys playing golf and attending San Diego sporting events—GO AZTECS!
Dirk Scherer joined our firm in 2001. Dirk manages our bookkeeping department and prepares individual and business returns. Dirk has 25+ years of experience with tax planning and preparation. He holds a BS in accounting and a masters of taxation from the University of Denver. Dirk is an Enrolled Agent (EA) with the Internal Revenue Service.
Rhonda Johnson joined our firm in 2000. She holds a FINRA Series 6 securities registration (through Commonwealth Financial Network®) and is our registered assistant and office manager. Rhonda enjoys reading, all types of sports, and spending time with family and friends.
Corrine Brawner joined our firm in 2002 to assist with payroll, sales tax preparation, and bank reconciliations for our bookkeeping clients. Corrine has 30+ years experience and became a California Registered Tax Preparer in 2005. Corrine lives in Lakeside with her husband, Bob, and two dogs, Teddy and Luna.
Debbie Koch joined our firm in 1998. Debbie is our client relations manager. She is responsible for ensuring our office runs smoothly and keeps our clients smiling. Debbie works in our office only during tax season to process and e-file tax returns. Debbie lives in Tierrasanta and has two married daughters.