Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Jennifer Han Malek has provided investment and financial advisory services to individuals and businesses since 1998. Jennifer specializes in Investment wealth management, retirement and estate planning, succession and protection...
Pam Griggs is excited to be a part of the team here at JHM Wealth Management.She has been an administrative assistant in many aspects of business-from radio and education, to health services and finance. In each of these fields, her...
Amber Kodad,CFP, MBA
Director, Advisor Resource Center
Amber Kodad is the Director of Financial Planning and she also manages our Advisor Resource Center. The Advisor Resource Center provides our advisors multiple diagnostic tools that allow them to provide a holistic financial approach to...
Andrew D'Addio MBA
Director, Practice Management Implementation
Andrew joined the team in September of 2015 as a Practice Management and Integration Director. Andrew is a seasoned practice management and business development professional with more than 25 years of industry experience. Andrew is...
Dara K. Asuncion
Marketing Manager
Dara K. Asuncion works as the firm’s Marketing Manager. Dara received her Bachelor of Science degree in Business Marketing from the University of Nevada, Las Vegas in 2006. Utilizing her marketing degree, Dara is responsible for...
REGISTRATIONS Series 7 (General Securities Representative) Series 66 (Uniform Combined State Law) Series 24 (General Securities Principal) Life, Health & Variable Annuity Insurance Licenses Series 7 and 24 registrations held with LPL...
Lisa Dashnaw
Operations Manager
Lisa Dashnaw is one of the few natives in San Diego, CA. She is currently acting as the Sr. Operations Manager for the firm. Her personal interests include camping, hiking, traveling and spending time with her family. In her free time...
Matthew Pierce
Trade and Research Assistant
Matthew Pierce is a graduate of Syracuse University where he received a Bachelor of Arts in International Relation with a concentration in International Security and Diplomacy and the Middle East. Matt has been working in finance since...
Raymond Bell
Advanced Insurance Consultant
With over 20 years of industry experience, Ray is a well-respected specialist in advanced underwriting, large case design and negotiation. Previously Ray was an internal wholesaler at Sun Life and most recently Senior Sales Consultant...