Our people are our biggest asset, and you gain an entire financial team when you work with us. We’re here for you, whether it’s financial planning and investments, or to provide encouragement and support.
Our people are our best asset, and they can be yours, too. As a client of John Moore Associates, you don’t just get one advisor, you gain a financial team. Our talented staff has extensive experience in comprehensive financial planning, investment analysis and client services. We’re here to answer your questions, and even pose a few of our own. We provide support, encouragement and sound advice to help you achieve your financial goals.
We’ll work together to create the most appropriate financial plan and investment strategy for you. As a team, we will manage and monitor your financial plan, providing support all along the way. We are ready to help you and guide you throughout your financial journey.
Director of First Impressions
Ericka joined the JMA team in 2013 and assists clients in a variety of ways, including account paperwork, funds transfers and scheduling. She has worked in different customer service positions throughout her career and strives to exceed each customer’s expectations. Ericka graduated with a Bachelor of Science degree in Business Administration with an emphasis in finance from Regis University in Denver, CO. Upon graduation, she returned home and worked for several years in accounting. When Ericka isn’t at work, she enjoys spending time with her friends and family, especially her daughter, Lilly.
CFP® CKA® CERTIFIED FINANCIAL PLANNER™
As a CERTIFIED FINANCIAL PLANNER™ professional Brian applies his knowledge of comprehensive financial planning to develop a strategy that meets your personal goals and objectives. He is a member of the JMA Investment Committee and coordinates with a network of local financial professionals to assist clients in meeting their objectives. Brian started in the financial services industry in 2006, obtained the CFP® designation in 2010 and joined the JMA team in 2013. He is a graduate of California Lutheran University, where he met his wife, Emily. They have two sons and stay busy with various family, school and church activities.
MBA AAMS® Financial Advisor
Dan specializes in assisting new clients with their transition to JMA. He is a member of the JMA Investment Committee, and assists the team in portfolio allocations and preparation of financial plans. Prior to joining the team, he spent four years with Thrivent Financial in Albuquerque. He is a native of Las Cruces, NM and is a graduate of New Mexico State University. He is married to Sandy, and they have four children. Dan enjoys spending time with his family, church activities and cycling the mountains of New Mexico.
AAMS® Financial Advisor
Andrew is a graduate of the Ken Blanchard College of Business at Grand Canyon University in Finance and Economics. He is originally from Portland, Oregon. Prior to joining the team, Andrew was the Director of LifeBridge Community Alliance’s food bank and resource center. Andrew loves serving his community and is excited to help serve on the JMA team. He enjoys spending time with his wife, Angie, and doing anything outdoors.
Connie is the Business Manager for JMA. She earned a Bachelor’s degree from The Ohio State University and a Masters from the University of South Carolina. After teaching school for 12 years, Connie raised two beautiful daughters in the mountains of central New Mexico. She now enjoys birding and searching for and collecting old and unusual kitchen gadgets.
CKA® CIMA® Principal
John’s military experience as a weapons and tactics officer for F-4, A-10 and A-7 squadrons instilled a strong sense of discipline in him. He now uses his considerable professional experience to develop strategies to help each family we serve create a plan to successfully accomplish their financial missions. His training as a Certified Investment Management Analyst allows him to keep a critical eye on the various strategies implemented by the JMA Investment Committee. With more than three decades in the investment world, the history and experience are invaluable at understanding markets and the appropriate strategies to address the ever-changing investment landscape. John still enjoys flying his 1968 Beechcraft Bonanza and tinkering with the office computers.
As Branch Manager, Jami masterminds the daily operations of John Moore Associates. This includes overseeing a variety of client requests, executing trades and some consulting. She is also responsible for our compliance program. She started in the financial services industry in 1989, and joined our team in 1999. Prior to joining JMA she was with United New Mexico Trust Company, Norwest Bank and Wells Fargo Wealth Management. Jami is a native to New Mexico and can’t live anywhere that does not have green chile. She stays busy outside of the office sailing with her family and watching her daughter play basketball. She and her husband Kurt are active in their church and enjoy playing softball.
AIF® Financial Advisor
Dave helps individuals, trustees and small businesses with investment strategies designed to allow them to both understand and meet their goals and purpose. He is a member of the JMA investment committee and manages our asset allocation models. Dave graduated from the University of New Mexico in 1984 with a degree in Economics. Prior to joining John Moore Associates in 1997, Dave spent time as a Trust Investments Portfolio Manager and a Financial Auditor for the First National Bank in Albuquerque and Medallion Investment Management Company. Dave spends as much time as possible with his wife Kim and their three children. He enjoys coaching baseball, working in the yard and can occasionally scrape up enough free time to hit the golf course.
Financial Advisor AAMS® and CRPC®
Greg has nearly 30 years of experience in Financial Services starting his career on the trading floor of the CME. He’s supported and built relationships with clients in both retail and institutional financial services during that time and enjoys assisting clients in reaching their financial goals. Greg graduated from Northern Illinois University in 1984 and later received his MBA in Finance from DePaul University in 1991. Greg and his wife Jennifer moved to Arizona in 1995 and have two teen daughters, the oldest begins college in the fall and his youngest, a high school junior plays club softball. He is active in his church and men’s ministry and also enjoys attending sporting events, including his daughter’s many softball games.
Joe joined JMA in 2017 and is in training to be a financial advisor. He comes to us from a 30-year healthcare career with Walgreens through Arizona, Minnesota, and New Mexico. Joe has a BS in Pharmacy from the University of North Dakota and has spent most of his career in management. Joe has been married to Pam for 31 years and they have four adult children. Their empty nest has allowed them to explore traveling, golf, and various volunteer opportunities. Joe has two life-long hobbies of weight lifting and investing. He is thrilled to be stepping into his new career doing something he enjoys.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP®(with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investment Management Consultants Association is the owner of the certification mark “CIMA®,” the service marks “Certified Investment Management Analyst,” “Investment Management Consultants AssociationSM,” and “IMCA®.” Use of CIMA® or Certified Investment Management AnalystSM signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.