Broker Check

Team

Beverly Tobocman

Registered Principal & Managing Partner

248-454-1702

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...

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Jeremy Olen, CFA

Chief Investment Officer

248-454-1702

248-454-1704

As an owner and Managing Partner of The Financial Services Network and Chief Investment Officer of Strategic Wealth Advisors Group (SWAG), Jeremy is responsible for supporting all Network advisors in how to best leverage investment...

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Brenda Daoud

Chief of Client Services & Operations

248-454-1702

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...

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