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* Services
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* Client Center
  + Client Account Access
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# Team
**We carefully evaluate the specific needs, skills, experience and aspirations of each client to assemble a client team we believe is best suited to assist them in pursuit of their goals. Clients receive personal attention from their dedicated team members and depending on their needs, the direct involvement of KB Financial’s senior management team—a commitment that larger firms often can’t make.**
KB Financial team members offer a blend of experience, talent and diverse disciplines while sharing a commitment to intellectual integrity, knowledge and excellence – working hard to earn and keep our clients’ trust through generations. KB Financial can continue to provide this level of service by attracting and retaining highly qualified professionals all sharing a common commitment.
## Leadership Team
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Senior Vice President, Retirement Services!!
Senior Managing Director, Corporate Advisory!!
Vice President, Operations!!
Vice President, Wealth Management!!
Managing Director, Corporate Advisory!!
Managing Director, Family Office Services!!
Senior Director, Tax Services
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Vice President, Wealth Management!
Chief Investment Officer!
Chief Investment Strategist!
Senior Director, Wealth Management!
 Senior Director, Financial Planning!
Director, Investment Research!
Director, Wealth Management!
Client Relationship Associate!
Manager, Insurance Services!
Case Design Specialist!
Executive Assistant!
Manager, Wealth Management
!!
Senior Director, Tax Services!
Senior Director, Family Office Services!
Senior Manager, Tax Services!
Director, Family Office Services!
Specialist Family Office Services!
Manager, Family Office Services!
Associate, Family Office Services
Managing Director, Corporate Advisory!
Analyst, Corporate Advisory!
Operating Executive
## Not Finding What You’re Looking For?
Princeton, NJ
300 Carnegie Center Drive, Suite 240
Princeton, NJ  08540
Phone: (609) 924-7250
Fax: (609) 514-4725
THE POWER OF
**Information**
**Expertise**
**Collaboration**
KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of our senior personnel have over 25 years of experience. This extensive experience, combined with our integrated approach, increases our ability to add significant value to high net worth families, entrepreneurs and key stakeholders.
© Copyright 2024. All Rights Reserved. KJAC Partners LLC d/b/a KB Financial Partners
Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. For important information related to OneDigital Investment Advisors, please click here: .
Insurance services are provided by KJAC Partners LLC d/b/a KB Financial Partners. KJAC Partners LLC d/b/a KB Financial Partners Insurance Agency (CA Insurance License #0H85369).
Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. KB Financial Partners is a member of M Financial Group. Please go to < for further details regarding this relationship.
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to <
Check the background of these firms and investment professionals on FINRA’s .
This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.
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# Community
KB Financial is dedicated to giving back to our community. Our employees and their families are involved with a range of charitable organizations that provide services to those in need, including:
## Alex’s Lemonade Stand
Alex’s Lemonade Stand Foundation (ALSF) is changing the lives of children with cancer by funding impactful research, raising awareness, supporting families and empowering everyone to help cure childhood cancer.
## American Foundation for Suicide Prevention
Established in 1987, the American Foundation for Suicide Prevention (AFSP) is a voluntary health organization that gives those affected by suicide a nationwide community empowered by research, education and advocacy to take action against this leading cause of death.
## Boy Scouts of America
The Boy Scouts of America is a values-based youth development organization that provides a program for young people to build character, train in the responsibilities of participating citizenship and develop personal fitness.
## Cycle for Survival
Cycle for Survival is the movement to beat rare cancers. We are proud to be part of Memorial Sloan Kettering Cancer Center. 100% of every dollar supports pioneering research and lifesaving clinical trials within six months after the close of fundraising each year.
## Educación Sin Fronteras Colombia
Educación Sin Fronteras Colombia, established in 2018, is dedicated to the improvement of the Columbian community through education.
## Girl Scouts
Girl Scouting builds girls of courage, confidence, and character, who make the world a better place.
## HomeFront
HomeFront’s mission is to end homelessness in Central New Jersey by harnessing the caring, resources and expertise of the community.
## Hope for Children
Supporting Childrens Neurological and Cancer Research Since 1985.
## iCouldBe
The mission of iCouldBe is to provide high school students with an online community of professional mentors, empowering teens to stay in school, plan for future careers, and achieve in life.
## Kieve-Wavus Education
Kieve-Wavus Education is a non-profit organization that provides life-shaping opportunities to 10,000 young people and adults each year. Kieve-Wavus provides scholarships for kids in their Leadership School, Kieve Camp for Boys and Wavus Camp for Girls. In addition, Kieve-Wavus funds a 9/11 Family Camp for surviving families from the tragic events of 9/11, a Veterans’ Camp for returning Iraq & Afghanistan veterans as well as Vietnam veterans and their families
## Kidney Cancer Coalition
Our mission is to accelerate the cure for kidney cancer. We engage in patient advocacy and power research by supporting government and industry research funding, facilitating research collaborations, and offering direct financial support for clinical and laboratory researchers with promising ideas. Together, we can find the cure.
## Lunch Break
As a caring community, Lunch Break freely provides food, clothing, life skills and fellowship to those in need in Monmouth County and beyond.
## Museum of Jewish Heritage
The Museum of Jewish Heritage serves as New York’s Holocaust Museum. Their mission is to educate people of all ages and backgrounds about modern Jewish life, culture and history in the 20th and 21st centuries.
## Museum of the American Revolution
The Museum of the American Revolution uncovers and shares compelling stories about the diverse people and complex events that sparked America’s ongoing experiment in liberty, equality, and self-government.
## Ryan’s Quest
Ryan’s Quest is focused on raising awareness and funds for Duchenne Muscular Dystrophy. Funding has allowed scientists to take great strides toward better treatments and possibilities of finding a cure for this disease. Significant advances in molecular medicine and gene therapy have been made. Advocates are also working hard to gain the support of the federal government so that funds may be allocated on research for a cure.
## SAVE
Founded in 1941, SAVE is an independent non-profit animal shelter dedicated to protecting the health and welfare of homeless companion animals in the greater Princeton area. Through six core programs of Rescue, Shelter, Health and Welfare, Spay/Neuter, Adoption and Humane Education, SAVE focuses on the rehabilitation and successful placement of treatable and adoptable animals.
## Save the Cats, Inc.
Save the Cats, Inc is dedicated to rescuing, spaying, and placing stray cats in the Bucks County, Pennsylvania area into new homes. They believe that the key to reducing the stray cat population starts with educating people about spaying, neutering and responsible pet ownership.
## Summer Search
Summer Search partners with high schools, community-based organizations and families to provide mentoring and experiential opportunities and expand college support services for students from low-income backgrounds.
## The Valerie Fund
The Valerie Fund uses a unique combination of medical care, counseling, and other services to provide support for the health care of children with cancer and blood disorders.
## Trenton Area Soup Kitchen
The Trenton Area Soup Kitchen (TASK) feeds those who are hungry in the Trenton area and offers programs to encourage self-sufficiency and improve the quality of life of its patrons.