Neighborhood Trust Financial Partners
Neighborhood Trust Financial Partners is a national nonprofit social enterprise dedicated to empowering low- and moderate-income workers to achieve financial mobility. By integrating personalized financial coaching with trusted financial products directly into the workplace and community platforms, they help individuals manage debt, build credit, and secure long-term financial stability. Through strategic partnerships with employers, fintech firms, and labor organizations, Neighborhood Trust works to dismantle systemic barriers to wealth creation and foster a more equitable financial system. They have been a client of JMT since June 2022.
The Oakland Zoo, managed by the Conservation Society of California, is a renowned 100-acre oasis nestled in the vibrant hills of Oakland, California. Celebrated for its deep commitment to animal welfare, rescue, and global conservation initiatives, the zoo is home to over 850 native and exotic animals housed in progressive, naturalistic habitats. Its crown jewel, the California Trail, offers guests a breathtaking aerial gondola ride to experience an immersive habitat dedicated entirely to the state’s native and historic wildlife, perfectly blending environmental education with family-friendly adventure. They have been a client of JMT since June 2023.
Arizona Autism Charter Schools
Arizona Autism Charter Schools (AZACS) is a tuition-free, public charter school network in Arizona dedicated exclusively to serving children with autism spectrum disorder and other neurodivergent learning needs. Founded in 2014 by a parent of a child with autism, AZACS utilizes evidence-based strategies, including Applied Behavior Analysis (ABA) and individualized learning plans, to help students excel academically, behaviorally, and socially. Serving students from kindergarten through high school across multiple campuses, the network focuses on providing a supportive, structured environment alongside specialized transition programs that prepare students for independent adulthood, higher education, and meaningful employment. They have been a client of JMT since February 2024.
Financial Planning Association
The Financial Planning Association (FPA) is the principal professional organization for Certified Financial Planner (CFP) professionals, educators, financial services providers, and students in the United States. Founded in 2000, the FPA connects the financial planning community through a national network of local chapters, providing members with robust professional development, networking opportunities, and business support. Dedicated to elevating the profession, the association champions high ethical standards, promotes the value of financial planning to the public, and serves as a vital advocacy voice for advanced, fiduciary-centered financial advice. They have been a client of JMT since March 2025.
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