Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
CERTIFIED FINANCIAL PLANNER™
Michael joined JBA Financial Services as an independent financial advisor in 2003 to serve in an ever-expanding business, specializing in wealth management and financial planning. His priority is to serve his clients’ needs first...
Chief Administrative Officer
Alissa joined our JBA team in 2011. She works out of the Center office, assisting with the individual life insurance, health insurance, & investment plans for our clients. She is actively involved as a staff member of WIRED Student...
Client Relations Manager