Breea Burtch

Breea serves as an Administrator of DHJJ Financial Advisors. She is responsible for client services, client reports, operations, maintaining our CRM database and involvement in daily client account reviews. She is also responsible for the implementation and monitoring of client accounts as well as working with the firm’s custodian, Charles Schwab & Co., Inc. She…

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Denise Mittman

Denise serves as Administrator of DHJJ Financial Advisors. She is responsible for client reports and billing statements, operations and involvement in daily client account reviews. She is also responsible for the implementation and monitoring of client accounts and working with the firm’s custodian, Charles Schwab & Co. Inc. Denise has served as an Administrator with…

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Patty Minta

Patty serves as Compliance Coordinator of DHJJ Financial Advisors. She is responsible for the oversight of the company’s regulatory compliance program regarding the regulatory obligations of the registered investment advisors. She acts as liaison for our Chief Compliance Officer, Compliance Consultant and the various governmental regulatory agencies. Patty has been the Compliance Coordinator since 2014.…

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