Meet the Team

Community Involvement

Join Us

Meet the Team

At CJM, our people are our greatest asset. We are an employee owned, independent organization with over 40 years of experience. We’ve built an organization where we sit on the same side of the table as our clients, meaning our interests are aligned. We have a broad range of backgrounds and skill sets and encourage collaboration with an end goal of providing you, our client, a better experience.

Owners

Tracey A. Baker, CFP®
Tracey A. Baker, CFP®President, Financial Adviser
David D. Greene, CFP®
David D. Greene, CFP®CEO, Financial Adviser
Brian T. Jones, CFP®
Brian T. Jones, CFP®Chairman, Financial Adviser

Planning Team

Tina M. Babicz, CFP®
Tina M. Babicz, CFP®Financial Adviser
Griffin B. Baker, CFP®
Griffin B. Baker, CFP®Financial Adviser
Lisa Brandau, CFP®
Lisa Brandau, CFP®Financial Adviser
Kevin E. Donovan, CFA
Kevin E. Donovan, CFAPortfolio Research Director
Anthony F. Jones, CFP®
Anthony F. Jones, CFP®Financial Adviser
Jessica Ness, CFP®
Jessica Ness, CFP®Senior Financial Adviser
Parker G. Trasborg, CFP®
Parker G. Trasborg, CFP®Financial Adviser
Janet M. White, CFP®
Janet M. White, CFP®Financial Adviser

Client Service Team

Shonda Davis
Shonda DavisClient Service Associate
Debbie Delardi
Debbie DelardiOffice Manager
Amie Gero
Amie GeroClient Service Associate
Amanda Patrick
Amanda PatrickClient Service Associate
Jennifer Winters
Jennifer WintersClient Service Associate

Community Involvement

Our business is rooted in people – our clients and our community. We believe it is our responsibility to be not just good corporate citizens, but to support the world around us. Our team is actively involved in the community in which we live and work, and seeks to give back in an impactful way through a variety of charities, services, and events.

Beginning in 2006, a team representing the planners, staff, clients, family and friends of CJM has sponsored Griff’s Gang in Northern Virginia’s Walk to Cure Diabetes. Each spring, this event benefits the Juvenile Diabetes Research Foundation International (JDRF). Thanks to the continued generosity of so many, our team has been able to raise more than $70,000 toward this worthwhile cause!

The Planners of CJM have also been committed to supporting our professional association, The Financial Planning Association (FPA®) on a local and national level since the Association’s inception. We also volunteer for a number of community outreach initiatives through FPA such as Financial Literacy on Capital Hill, Junior Achievement teaching, financial counseling talk shows through the local media and regular volunteer counseling through Our Daily Bread.

Join Us

We are always looking for the right people to join our close knit team. This is a place to build a career, not find a job. Our core values of trust, respect, and high-level service have fostered decades long relationships that last generations, a testament to their on-going confidence and satisfaction. This stems from a team committed to our clients, and to each other, as we build a future together.

Join Our Team