Team
Beverly Tobocman
Registered Principal & Managing Partner
248-454-1704
Beverly Tobocman, ChFC, CLU, is an LPL Registered Principal and Managing Partner of JBT Financial, LLC. She has been in the financial services industry since 1984 and opened her own firm in 1994, Her specialty is helping women who find...
Jeremy Olen, CFA® Managing Partner & Chief Investment Officer The Financial Services Network
Managing Partner & Chief Investment Officer
248-454-1704
As an owner and Managing Partner of The Financial Services Network and Chief Investment Officer for the Portfolio Consulting Team, Jeremy is responsible for supporting JBT Financial...
Brenda Daoud
Chief of Client Services & Operations
248-454-1704
In her role as Chief of Client Services and Operations, Brenda has supported advisors and clients since 2007. She studied finance and business at Oakland University and began her career at JBT Financial. She is directly responsible for...