Our small team of very experienced Yardi Consultants are all willing to go the extra mile for our clients
We are a great family
Chris began his professional journey in 1987 working for a short-term vacation rental company in San Diego. In 1988, he was promoted to be the Reservation Manager looking after several staff and multiple properties. In 1990, Chris moved to Vancouver, Canada and worked for a property management company which specialized in government managed housing and condos. In 1994, he was promoted to management, overseeing the department and 5 other condo property managers. Also, at this time, the company selected Yardi as their software vendor. We were the first company to use Yardi for Windows (vs. DOS) and Mr. Yardi personally worked with us on the implementation. In 1997, Chris moved to Toronto and worked for another property management company until 1998 when he was hired by Yardi to be one of their Implementation Specialists in their new Canadian office. This was a dream job as he loved computers, software, and the property management industry. In 1999, working on a big Yardi project with a co-worker from the Yardi Santa Barbara head office, Chris decided he wanted to be where the action was – and moved to Santa Barbara.
Chris was familiar with the core Yardi accounting and property management program and all modules used by Canadian clients, but not the US affordable housing module. Wanting to enhance his knowledge, he jumped into learning this module. It paid off in many ways, but especially to provide the opportunity to travel the country and work with amazing clients who are providing homes to those less fortunate.
In 2003, because of his excellent project management and client relationship skills, Chris was promoted to the position of Project Coordinator allowing him to work with the implementation specialists, PSG teams, trainers, account managers and others at Yardi to ensure successful client projects.
Chris was also the ‘go-to’ guy who Yardi would send on-site when a client was having a lot of difficulties, really upset or ready to cancel their relationship with Yardi. Chris would go, figure out the issue and get it resolved…about 90% of the time.
In 2004, Chris decided to leave Yardi and start his own consulting firm. It was a difficult decision as Yardi was the best company had ever worked for. For the first 6 months, Yardi contracted with Chris to continue working with their clients which shows the continued positive relationship between Chris and Yardi. Chris and the entire JG team work closely with Yardi and have a great relationship with all their teams.
Director of Client Services
Todd brings to The Jacobs Group over 35 years of experience in the Property Management Industry. He started his career as an IT Professional with one of the largest affordable property management, development and construction organizations in the Midwest.
During his tenure as Vice President of Information Management, he worked to maximize the use of Technology in all areas of the organization by implementing and managing multiple different software platforms including, but not limited to, YARDI, RealPage, MRI, and iCam. Todd also worked as a senior member of the team responsible for creating and implementing the Compliance Department to ensure adherence to Policy and Procedures, and Regulatory Compliance for HUD, LIHTC and Rural Housing programs. At the conclusion of his time there, YARDI Voyager and its associated modules served as the primary software platform for the Property Management, Construction, Development and Asset Management groups.
Todd then worked as an Independent YARDI consultant to re-implement a previously failed conversion from Timberline/iCam to YARDI. As part of this engagement, Todd performed a complete process review which resulted in using YARDI as a “Single Source” solution to ensure compliance and adherence to Affordable and Fair Housing regulations.
Upon completion of the YARDI Implementation engagement, Todd joined the organization as Director of Operations, overseeing not only the YARDI Software, but all aspects of the company’s organization, a position he held until joining The Jacobs Group in 2019
Senior Yardi Consultant
Kris started her property management career in 2010 as a Community Manager for a large property management company in Columbus, OH where she gained invaluable working knowledge of Market Rate, Rural Development, Tax Credit and Section 8 property management. After being promoted to guide and train new associates, she was asked to join the Compliance department. In this role, she assisted in the implementation of Yardi Energy Solutions (YES) Utility Billing System and Yardi Voyager LIHTC Compliance Functions. Including loading of TICS and setup and maintenance of Income Limits, Maximum Allowable Rents and Utility Allowances.
She moved on to be an independent Compliance and Yardi Consultant where she assisted her clients with Yardi software conversions and implementations. She was also responsible for reviewing compliance procedures, acting as a Compliance Officer and training of associates on Regulatory issues and YARDI processes.
Kris joined The Jacobs Group in 2018 after two years of being an independent consultant. She has been a huge asset for our multi-family clients. One of her main responsibilities currently is working with a housing authority with their PBRA-RAD conversions, including HAP Vouchering and Interaction between YARDI and TRACS.
Director of Custom Solutions
Steve has over 30 years of software development experience. He has managed and worked through all phases of the software development life. Steve has over 20 years in analyzing data, providing solutions for data migration and custom report writing for Yardi projects. Some of the Yardi projects he has managed follow. He has worked with an housing authority to identify and resolve Yardi related issues for public housing, affordable housing and Section 8 housing. He provided banking integration guidance and system level documentation. He developed several custom reports to validate PBV related information between Section 8 and Rent Collecting Properties in Yardi. Additional custom reports have been written in Yardi Script, Yardi Scripting Reporting (YSR), Microsoft SQL Server Reporting Services (SSRS), Yardi Launch Excel and Crystal Reports. Some examples of reports written are: Absorption Reports, Custom Check formatting, Lease Statements, Work Orders, Custom Property Lists, User Monitor reports, Vendor reports, Loan reports, Financial reports (e.g. Balance Sheet, Income statements, Budgets), Accounts Payable reports, and Investment/Owner reports. Steve also designed, created and managed a team to build a data warehouse to consolidate several Yardi Databases along with a Timberline database. The project required building a data structure to support the combined data, the mechanism to move data from the originating source to the consolidated database. Tools were created to map the Chart of Accounts from incoming sources. Steve has a deep knowledge of the Yardi database schema.