JMB FINANCIAL SERVICES GROUP - Key Persons
Alison assists in the firm's client services and relations. She is responsible for opening and maintaining accounts, account transfers and responding to the needs of the client. Alison is also responsible for processing life and disability insurance.
Job Titles:
- Chief Implementation Officer
As Chief Implementation Officer, Andree leads our advisor and professional partner growth initiatives. Efficient strategies to run your practice, coaching, training, and managing all firm activities dealing with increasing revenue fall under her leadership.
Ann Swartz has been in the financial industry since 1988. In her role as Chief Operations Officer, she focuses on streamlining processes, improving communications, and finding creative solutions to the challenges inherent in building a strong financial organization.
A graduate of Clark University with a degree in Economics, Ann is a firm believer in ongoing education and maintaining the highest levels of professionalism. She received her Chartered Life Underwriter (CLU) designation, her Chartered Financial Consultant (ChFC) designation, her Chartered Advisor for Senior Living, (CASL) designation, and the Chartered Leadership Fellow (CLF). In addition to earning numerous awards in the financial industry, she completed a Leadership Best Practices degree at Harvard Business School in 2010.
Cassi Barron is JMB Financial's Chief Privacy Officer. Cassi focuses on data privacy and security. Cassi brings with her 20 years of experience as a corporate attorney. She has worked with leading technology companies like Signal, Kayak and Orbitz. Prior to that, Cassi was with the prominent law firms Katten Muchin Rosenman in Chicago and Dorsey & Whitney in Minneapolis where she represented clients at every stage, from startups to multi-national public companies. Cassi graduated Summa Cum Laude from the University of St. Thomas with a Bachelor of Arts in Political Science and minors in Philosophy and French. Cassi also earned her Juris Doctor from the University of Michigan Law School.
Cassi Barron is JMB Financial's Chief Privacy Officer. Cassi focuses on data privacy and security. Cassi brings with her 20 years of experience as a corporate attorney. She has worked with leading technology companies like Signal, Kayak and Orbitz. Prior to that, Cassi was with the prominent law firms Katten Muchin Rosenman in Chicago and Dorsey & Whitney in Minneapolis where she represented clients at every stage, from startups to multi-national public companies. Cassi graduated Summa Cum Laude from the University of St. Thomas with a Bachelor of Arts in Political Science and minors in Philosophy and French. Cassi also earned her Juris Doctor from the University of Michigan Law School.
Job Titles:
- Advanced Planning Specialist
Greg has over 10 years of experience building comprehensive financial plans for high-net-worth individuals and business owners. He has accumulated significant knowledge with the use of the planning software, eMoney. Through live modeling, Greg creates an interactive client experience. He is a graduate of Bentley University with a degree in Finance.
Job Titles:
- Senior Vice - President at IFP
John Pastore is a Senior Vice-President at IFP. He provides advice and counsel to advisors, staff, and partners. John is dedicated to improving the quality of life of clients, advisors, and professional partners.
Job Titles:
- President - Advisory Services, Chief Legal Officer
As President of Advisory Services John manages the operations and oversight of Integrated Wealth Concepts. This includes oversight of SEC and FINRA regulations, supervision of advisory representatives, IAR programs and maintaining the operations of the independent Registered Investment Advisory firm.
As Chief Legal Officer John provides regulatory affairs oversight, legal advice, and support of IFP and its advisors. On a daily basis John drafts contracts, manages litigations, assists with estate planning and serves as a general legal resource to the firm and its affiliated advisors.
The heart and soul of JMB Financial Services Group, Josh Barron has helped hundreds of clients pursue their unique plan goals and objectives since 2002.
Megan assists with the firm's operations, including opening and maintaining accounts, client service and other administrative functions. Her exceptional attention to detail is one of her many assets. She comes to JMB Financial Services Group with a strong background in finance and compliance.
Outside of the office, Megan enjoys travel, Michigan football, reading and volunteering with animals. Most of all, Megan is passionate about her family.
Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations. By offering creative ideas for investment, estate, and charitable gifting strategies, he helps high net worth clients build legacies for them and their families. Rich concentrates on working with advisors in the design and implementation of thoroughly researched tax reduction strategies. Rich was previously an attorney in private practice and a corporate staff attorney specializing in tax issues and financial analysis.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
As a Wealth Manager with JMB Financial Services Group, Ryan J. Quinn, CFP® has been helping his clients plan for their future since 2002.
Ryan is a CERTIFIED FINANCIAL PLANNER™ professional. As a CFP® professional Ryan has met the rigorous experience and ethical requirements of CFP Board, has successfully completed financial planning coursework and has passed the CFP® Certification Examination. The CFP® examination covers the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board's Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards. Additionally, Ryan received a Bachelor's Degree in Economics from Michigan State University.
Outside of his professional life, Ryan enjoys spending time with his wife and two children. He also enjoys participating in many events for his local community of Beverly Hills, MI.
Sherry is the JMB Financial Service Group Operations Manager. She works with our clients addressing their service needs in a timely and seamless manner. Sherry also handles compliance and regulatory oversight for the firm.
Sherry joined the firm in 2017 and brings more than 8 years of industry experience. Outside of the office, Sherry enjoys the outdoors and spending time with her family
Job Titles:
- Managing Director, Investments
Stephen is solely an investment advisor representative of Integrated Wealth Concepts, and not affiliated with LPL Financial.
An industry veteran with over two decades of experience, Steve firmly believes that identifying the end objectives of clients, their needs, circumstances and what drives them, is the cornerstone of investing and portfolio construction. Each client has a story, and it is his duty as the financial steward to ensure that their portfolio is helping them pursue their personal vision of success.