Mimi joined the Client Service team at JSF in the beginning of 2025. She assists our Client Service team with account openings, running reports, and insurance reviews. Alongside her coworkers, she helps to ensure that everything is running smoothly on the operations side. She enjoys being part of a group that directly contributes to the client experience. She loves continuously learning and building her knowledge base and is thrilled to continue that at JSF.

A SoCal native, Mimi earned her BS in Business Admin CO in 2024 from UC Riverside. Before JSF, she started learning about finance while interning at Morgan Stanley.

Outside of the office, Mimi enjoys spending her free time baking and doing Pilates. She can also be found spending her summer days sunbathing at the beach.

Frances became a part of the JSF team in 2024 as an operations associate where she thrives during our end of year rush, or any busy time for that matter. She enjoys interacting with clients daily and encountering new tasks that need problem solving. Frances is naturally inquisitive and appreciates all the opportunities to learn, which is often, given that no day looks the same here at JSF.

Born and raised in the Philippines, Frances move to California during high school. She has a B.A. in Sociology from UC Santa Barbara. Before coming to JSF she worked in customer service, sales, and administration.

Outside of the office, she enjoys relaxing days. Those are usually spent reading, sleeping or cooking. We can always count on her to bring a delicious Filipino meal for lunch. Frances also spends her free time admiring the cuteness of bunnies and quokka’s.

Priscilla joined JSF in 2023 as an Assistant on our Admin Team, but has since pivoted to our Client Service team where she is now an Operations Associate. Priscilla loves being able to engage with clients and provide support to them when needed. The shift in roles let her continue to work on a team and closely with our planners, while also allowing her to grow and learn more about the world of alternative investments.

Priscilla grew up in nearby Simi Valley, where she began developing her interpersonal skills while working at In-N-Out through high school. While attending San Diego State University, she obtained her degree in Business Management.

In her free time, she stays active by attending yoga, pilates, and spin classes. While Priscilla likes to curl up with a good book, she also enjoys traveling to new destinations. Through traveling she loves being able to experience different cultures around the world.