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, CFP®, EA
I have 25+ years' experience helping clients achieve their retirement dreams. While my main focus is retirement planning, I also have extensive knowledge in tax, estate and investment planning. My approach focuses on the individual's needs, recognizing that each person is different while ensuring every client receives the retirement solution they deserve.
I graduated from University of California San Diego with a BA in Management Science (Economics) and hold an MBA from the University of Phoenix. In my spare time, I like to do volunteer work and travel. I was recognized as the CHAD 2008 Volunteer of the Year for the San Diego Chapter of the Autism Society of America. Our family has enjoyed traveling in the United States, Canada, Europe, Tunisia and Costa Rica - experiencing new cultures and delicious foods. I live in University City with my husband, Jeff; girls, Mallory and Paige; and Bichon-mixes, Sara and Nell (see below).
CA Insurance Lic. 0784235
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. 1,354 San Diego wealth managers were considered for the award; 349 (26 percent of candidates) were named 2017 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, CFP®, CPA
Terry joined the firm in 2010. As Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional, he enjoys helping clients as a financial advisor and tax practitioner. A double Aztec, Terry graduated from San Diego State University with a BA in Accounting and a few year later received MS in Accounting with an emphasis in taxation. His work in both public accounting and private industry, prior to joining our firm, gives him a broad base of experiences to draw from.
Terry holds a FINRA Series 7 and 66 securities registrations as a Registered Representative and Investment Advisor Representative with Commonwealth Financial Network®. He also has life and variable annuity insurance licenses (CA Insurance Lic #0H67950).
Terry grew up in northern California and moved to San Diego to attend SDSU. He and his wife Julie and son Brian (2017 graduate of Notre Dame) have resided in Scripps Ranch since 1992, including rebuilding their home after the Cedar Fire of October 2003. In their spare time they enjoy time at home, sporting events, restaurants and anything Notre Dame related (Julie is also an alumnus). GO IRISH! GO AZTECS!
Dirk Scherer, EA
Dirk Scherer is an Enrolled Agent who has worked for JM Financial Strategies since 2001. He has supervised bookkeeping clients and has prepared individual, partnership, and corporate tax returns for 32 years. He has a Bachelor of Sciences degree in Accounting and a Masters in Taxation, earned at the University of Denver 1980 and 1981. He earned his Certificate of Enrollment as an Enrolled Agent to represent clients before the Internal Revenue Service in 1990. Dirk is a native and current resident of San Diego, California. He is a Leo, and likes Chihuahuas and Chinese noodles.
Rhonda joined our firm in July 1999, and in January 2003 she became our Registered Assistant. She holds FINRA Series 6 and 63 in securities registrations with Commonwealth Financial Network. In this role, she handles a broad range of operational inquiries. She is responsible for all securities related administrative duties for our advisors, which requires a great deal of multitasking. She is the point of contact for all mutual fund and annuity companies to facilitate client requests. She enjoys spending time with family and friends. Her interests include reading, listening to all genres of music and watching just about every type of sports related event.
Corrine Brawner, CRTP
Tax Preparer, Bookkeeper
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 of experience in this area and became a California Registered Tax Preparer in 2005. Her favorite pastime is having adventures with her grandson, Loudon. Corrine lives in Lakeside with her husband, Bob, and their two dogs, Teddy and Luna.
Caroline Roberti, CRTP
Tax Preparer, Administration
Caroline joined the JM Financial team in 2012 to help with office administration in a seasonal and part time capacity, and became full-time in 2016. She now assists with income tax preparation in addition to providing customer service, scheduling, and technical support. Caroline has a bachelor’s degree from San Diego State University, and is a registered tax preparer (CRTP) in the state of California. She is an artist in her spare time, and enjoys nature walks, yoga and martial arts. Caroline is also an avid science-fiction enthusiast and loves books, movies and video games of the genre.
Reception / Admin Assistant
Natalie Schirm is a graduate of Point Loma Nazarene University with her Bachelor of Arts in Sociology. She is our firm’s receptionist. Natalie is a third-generation runner in her family; both her father and grandfather competed in Track at their high schools. While at Temple City High, Natalie broke her school’s record for the 400m dash three times. She was named MVP for three years in a row and overall best female athlete of her graduating class. She enjoys reading and participating in 5k runs. Natalie lives in Rancho Penasquitos with her husband James and their dog Peppa.
Sara & Nell
Official Office Greeters and Stress Therapists
Sara (14) and Nell (9) are both Bichon-mixes. They are very friendly and love to meet new people, although Nell will retreat under Tina's desk most of the day. Their hobbies include long walks, chasing lizards and napping in the reception area. Both enjoy treats and non-stop attention.