Asset Preservation Strategies, Inc. - Our People

Our People

John L. Jenkins, AEP®, EA, CFP® | Founder, President, and Chief Executive Officer

Check the background of this investment professional on FINRA's BrokerCheck

John specializes in retirement income planning and estate planning strategies for successful individuals and their families. A San Diego native, John has been a financial professional for over 30 years.

John is the proud father of four children and a grandfather to five granddaughters. In his spare time, John plays guitar and sings, on occasion professionally. He enjoys movies, cycling, and culinary pursuits. He also serves on the board of advisors of his church and volunteers in the multimedia industry.

Click here to read more about John

logo

Gregory R. Banner, CFP®, CLU®, CRTP | Vice President

Check the background of this investment professional on FINRA's BrokerCheck

Greg specializes in financial planning and business succession planning for business owners and their families. Greg has been a financial professional for over 25 years.

Greg specializes in working collaboratively with all of his clients' advisors, providing complete planning services which include: business growth strategies, business exit strategies, investment management, retirement planning, tax reduction strategies, insurance and estate planning strategies, and asset protection.

In his spare time, Greg enjoys spending time at the beach with his family and participating in many outdoor activities such as surfing, snowboarding, and hiking. Greg also coaches youth sports.

Click here to read more about Greg

logo

Monica Szakos Cramer | Financial Advisor

Check the background of this investment professional on FINRA's BrokerCheck

Monica works collaboratively with her clients, their advisors, and the principals of Asset Preservation Strategies, Inc. She believes that an effective client – financial advisor relationship is a partnership and requires open and honest communication on both sides. Monica is passionate about helping clients achieve freedom from worrying about money and investments.

Monica continues to consult in the Information Technology industry.  She enjoys spending time with her family, sports, fashion, and philanthropic endeavors.

Click here to read more about Monica

Janet Butler | Office Manager and Corporate Secretary

Janet serves as our Office Manager and Corporate Secretary to assist with the management responsibilities of all facets of our business, including client services. Janet's focus is on maintaining quality control and ensuring our processes and procedures exceed the requirements for FINRA and an SEC Registered Investment Advisory Firm.

Prior to joining Asset Preservation Strategies, Janet was a Trust Officer, working in several bank trust departments for 18 years. She has been with our firm for more than 15 years and is a proud parent.

logo

Janet Silva | Executive Assistant

Janet helps everyone to be more organized at Asset Preservation Strategies. A native of Southern California, Janet has worked to provide customer service in a variety of capacities to our clients.

She is involved in the field of international commercial development and residential lending and holds a California Real Estate license. Janet has been a guest speaker at Realtor® association meetings, seminars, and home shows. She has been published in Mexico Living magazine.

Janet is a past Vice President of the Board of Directors for Mountain View by Mission Lakes. She enjoys reading, gardening, painting, traveling, and meeting new people.