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 30+ years of experience helping clients achieve their retirement dreams. While my main focus is retirement planning, I also have extensive knowledge of 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 the University of California San Diego with a BA in management science (economics) and earned an MBA from the University of Phoenix. In my spare time, I enjoy traveling. My favorite vacation destination is anywhere in Hawaii. 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; and doggos, Nellie and Seymour (see below).
CA Insurance Lic. 0784235
2014-2020, 2022, 2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in 12/2022 based on data gathered within 12 months preceding the issue date. 2,125 advisors were considered, 211 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Terence T. Tunnell, CFP®, CPA
Terry joined the firm in 2010. As a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional, he enjoys helping clients with a variety of financial needs. A double Aztec, Terry graduated from San Diego State University with a BA in accounting and a few years later earned an 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 experience to draw from.
Terry is also a Registered Representative and Investment Advisor Representative with Commonwealth Financial Network®. He holds FINRA Series 7 and Series 66 securities registrations, and 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!
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.
Caroline J. Roberti, CRTP
Tax Preparer, Office Manager
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, photography, and spending time with her husband and two cats. Caroline is also an avid science-fiction enthusiast and loves books, movies, and video games of the genre.
Brian M. Mahoney, JD
Brian joined our firm in May 2023. He has more than 10 years of experience in providing various services to investment clients.
Brian enjoys helping clients. He assists our firm’s investment clients in opening accounts, transferring funds, and other related duties. Brian has a bachelor’s degree in electrical engineering from Villanova University and a Juris Doctor from the University of San Diego. He has been a licensed California attorney since 1996.
In his free time, Brian likes to do things to optimize his health, which is also known as “biohacking.” He likes to make fermented vegetables, fermented beverages, and even yogurt. Brian also likes to read, listen to music, meditate, and perform energy practices, such as reiki and qigong.
Paige Huston, CRTP
As Tina’s daughter, Paige has grown up in the JM Financial office, often filling in as a receptionist from time to time. Paige worked in this office part-time while attending San Diego State University. After graduating in December 2022 with a BS in business marketing, Paige has moved to a full-time position, becoming a California Registered Tax Preparer (CRTP). She is currently studying for the Graduate Management Admissions Test (GMAT) in an effort to return to SDSU to pursue a master’s in business analytics with an emphasis in tax and financial planning. In 2023, she plans to study for and receive her FINRA Series 7 and 63 securities registrations. Her hobbies include going to the beach, playing volleyball, attending Padres games, painting, and traveling.
Nell and Seymour
Office Greeters/Stress Therapists
Nell (14, black coat) is a Bichon mix. She is friendly and loves to meet new people, although she prefers to hang out under Tina's desk most of the day. Her hobbies include long walks, chasing lizards, and napping in the reception area. Seymour (6, tan coat) is a terrier rescue from Tijuana, Mexico. Seymour occasionally visits our office when his main human friend, Dad, is out of town. Seymour enjoys belly rubs, treats, long walks, and playing catch.
Tax preparation and bookkeeping services provided by JM Financial Strategies are separate and unrelated to Commonwealth.