Meet Our Team

team-shotA WELL-ORCHESTRATED GROUP OF PROFESSIONALS

Our team was assembled for the purpose of assisting our clients in achieving their financial goals and objectives.  Our team is small and cohesive and our clients know they’re more than an account number at our firm.

DEEP EXPERIENCE & THOUGHTFUL APPROACH

JAMES M. JOHNSTON

President of Johnston & Associates and JMJ Consulting

Jim’s specialties include estate planning, tax strategies and insurance strategies for small business owners, high net worth individuals and their families.

EDWARD J. DURICA III, CFA

Portfolio Manager and Chief Investment Officer

Ed primarily handles the portfolio management for our clients.  Ed was awarded the CFA designation in 2005.  The Chartered Financial Analyst designation is considered the most difficult accreditation to achieve in the financial industry and includes adhering to the highest ethical standards in the industry.

Our unique approach to every client’s needs sets us apart.

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DEPENDABLE SUPPORT & INCREDIBLE SERVICE

GAIL EGBERT

Senior Associate, Plan Design

Gail has over 35 years of experience in reviewing and analyzing client documents, both existing and proposed.  In addition, Gail designs diagrams that allow our clients to understand and evaluate our estate planning recommendations.

VINEY GUTT

Senior Associate, Underwriting

Viney has over 35 years of experience in the life insurance industry.  She oversees our life insurance area including coordinating the underwriting process, as well as inforce client service functions.  Additionally, Viney serves as the firm’s Controller.

LET’S DISCUSS YOUR GOALS.

We’re here to answer your questions and concerns.

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