Meet Our Team
A 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.
DEPENDABLE SUPPORT & INCREDIBLE SERVICE
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.
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.