JMG - Key Persons
Throughout his career in financial services, Aaron has always put clients' needs first while focusing on developing long-term relationships with them and their families. His dedication is just as strong today as he guides them on the path to determining their objectives, developing a plan and providing comprehensive solutions.
Aaron takes pride in minimizing clients' stress by educating them and sharing the most current information available in a way that's easy to understand. Simplifying complicated financial and tax strategies helps clients feel comfortable moving forward, even with decisions that can be challenging.
Aaron initially joined JMG in 2000, immediately after earning a bachelor's degree in business administration. He left in 2003, when his wife accepted a job in Florida and the family moved. Aaron kept in contact with the firm throughout the years.
When JMG decided to open an office in Florida, Aaron seized the opportunity to rejoin the firm. He's glad to be back and is excited about working with many of the same colleagues he remembers from his initial employment. Many of them are still with the firm today.
Aaron has extensive knowledge in retirement planning, income tax planning, estate planning, risk management and investment strategies.
When he's not working, Aaron enjoys boating and fishing, and spending time with his family.
Andrea's passion for relationship-building and financial planning is evident in her work with clients. From listening to their stories about their children, grandchildren and future plans to helping them realize their financial dreams and goals, Andrea instills a sense of confidence and trust.
Andrea always puts her clients' interests front and center, working hand in hand with them every step of the way, so they can make educated and informed decisions about their short- and long-term wealth management objectives.
Bringing 22 years of experience in wealth management to JMG, Andrea previously worked at Budros, Ruhlin & Roe in Columbus, Ohio.
Outside work, Andrea enjoys volunteering at her local Rotary Club and spending time with her family.
When not working, Anthony enjoys spending time outdoors and escaping to his family's treasured Door County, Wisconsin.
Job Titles:
- Financial Planning Associate
Bill loves to discuss finances with his clients. He also loves to talk about how their kids are doing, their most recent travels, and the fortunes of the Chicago Cubs. He's not only interested in his clients' portfolios, but also their lives and futures. He prides himself on his long-term client relationships, which transcend financial matters. Working closely with his clients for many years affords him the opportunity to provide answers, insights and guidance throughout all of life's changes, and to see the benefits that sound, proactive financial planning brings to their lives.
Outside work hours, Bill enjoys spending time with his wife and three children. He hikes, plays golf and coaches his kids' baseball teams.
Brett recognizes that financial advice is not just about finances. He understands the guidance and insights he provides can have an enduring, positive and far-reaching effect on his clients' lives. While relishing the mental challenges of financial planning, Brett gets the most satisfaction from knowing he plays an important role in his clients' success stories and the lives of their families.
When not serving his clients, Brett likes to spend time with his wife and two young children, as well as play golf and visit family in Minnesota, where he and his wife are from.
C.S. Lewis famously defined "integrity" as doing the right thing even when no one is watching. Doing the right thing for clients defines Brian's approach to financial advising. It's also the foundation of the long-term relationships Brian builds; relationships that provide him the satisfaction of seeing his clients reach their personal and financial goals.
Brian's clients know he always has their best interests in mind when providing clear and unbiased guidance. If a client has a question, Brian provides a quick, thoughtful answer. He understands that clients depend on him to focus squarely on their financial goals so they can focus on other things.
When Brian is away from the office, he enjoys spending time with his wife and coaching athletic teams for his three children.
Job Titles:
- Investment Administration
Job Titles:
- Client Service Coordinator
Job Titles:
- Client Service Coordinator
While some people avoid number-crunching and deep financial analyses, Chloe loves rolling up her sleeves and diving in. The satisfaction that comes from client service and building long-term, meaningful relationships makes each day exciting.
Transparency is the first step in building sound relationships with clients. Chloe focuses on trust as the foundation for all of her interactions. Giving clients the information they need to make informed decisions is one of her goals. Another is to help them feel a sense of comfort about their financial situations and plans.
Chloe joined JMG Financial Group based on the company's unique approach to client service and employee development. JMG not only puts clients first but also gives employees the tools to succeed - a rarity in the financial sector.
Outside work, Chloe enjoys reading, cooking and engaging in her yoga practice.
Job Titles:
- Client Service Coordinator
Job Titles:
- Chief Technology Officer
- Principal
Driven by the challenges involved in solving complex problems, Dan leverages his extensive technological knowledge to help JMG's advisors and clients maximize efficiencies and minimize avoidable errors. Dan firmly believes that technology can make people's lives better. He develops and implements solutions that simplify complicated and time-consuming tasks and automate routine work, allowing JMG's advisors to spend more time building the personal relationships that are at the heart of JMG's approach.
When he's not keeping JMG ahead of the technology curve, Dan enjoys spending time with his wife and daughters, cycling, and playing the occasional round of golf.
David learns who his clients are, what is most important to them, and how he can best help them reach their goals through honest and open communication. He believes that sound financial planning is a collaborative process. He endeavors to empower his clients with accessible knowledge and clear guidance, so they can make informed decisions.
David recognizes how fortunate he is to work in an industry that he's passionate about. His clients appreciate his proactive approach to addressing their finances, and he appreciates that they entrust him to deliver the best possible service with their best interests at heart.
Job Titles:
- Senior Systems Administrator
Job Titles:
- Client Service Coordinator
Excellent listening skills are one of the main attributes that make financial advisors successful. Eric gives clients his full attention as he listens and learns about their circumstances and wealth management goals.
He leads with openness and professionalism to help make clients feel comfortable while exploring their investments, tax planning and estate planning needs. Eric considers it a partnership and enjoys developing strategies and recommendations that are transparent and flexible. His goal is to empower clients so that they can make the best financial decisions at any given moment and enjoy their lives.
In his free time, Eric enjoys cycling, cooking, and spending time with his wife and two daughters.
If you love helping people, appreciate the irreplaceable value of personal relationships and have a knack for finances, you have a lot in common with Erik. Few things bring Erik as much satisfaction as guiding clients through thorny issues or easing their concerns about problems that keep them up at night.
When clients tell him how much they appreciate what he does; when he sees them succeed and prosper; and when he sees how his work translates into their joy and peace of mind, it reinforces and renews Erik's passion for his work.
Erik is a devoted husband and father, avid golfer, and steadfast companion for his dog, Bear. He believes the diverse perspectives and experiences of his nationwide client roster enhance his ability to provide sound financial guidance, as well as enlighten and expand his horizons on a personal level.
Job Titles:
- Client Service Coordinator
Job Titles:
- Client Service Coordinator
Job Titles:
- Client Service Coordinator
Care about what you do and it will show in your work. For Jaclyn, that guidance from one of her mentors defines her approach to financial planning. As her clients know, and as she demonstrates with every question answered, every personally tailored strategy crafted, and every financial milestone achieved, Jaclyn cares about her clients, as well as their hopes, dreams and goals.
Jaclyn believes that providing sound financial guidance requires much more than a comprehensive understanding of approaches and strategies - it requires a comprehensive understanding of each client. She knows clients entrust her with more than their hard-earned assets: They entrust her with their future. That is why this avid lover of the outdoors takes great pride in the long-term relationships she builds with her clients. They allow her to see the real fruits of effective financial planning, which go far beyond numbers on a spreadsheet.
Job Titles:
- Principal / President / Director FAS
- Principal / President / Director of Financial Advisory Services
Jason knows that his clients put more than their hard-earned money in his hands. They deposit their trust and hand him the keys to their future dreams and aspirations. That's why Jason sees his client relationships as deeply personal. Clients appreciate his passion and commitment to do whatever it takes to help them along their path, including minimizing their tax liabilities.
For Jason, nothing is more gratifying than making a positive impact on others' lives, and he uses his skill, judgment and dedication to do right by his clients every day.
Outside the office, Jason is passionate about his Chicago sports teams. He enjoys playing sports with his daughter and spending time with his family and friends.
Jeff Dohner - CCO, Chief Compliance Officer
Job Titles:
- CCO
- Chief Compliance Officer
- Principal
For Jeff, each new day represents scores of new opportunities. Those opportunities often include tackling the evolving responsibilities and challenges inherent in ensuring that a growing financial services firm meets its myriad compliance responsibilities in an ever-changing regulatory environment. But Jeff also sees every new day as an opportunity to learn more, to improve on what he did the day before and to challenge his thinking, all with the goal of helping JMG provide excellent client service.
Early on, John Bollweg wanted to pursue a career in financial management. He enjoyed working with money and allocating it based on his goals and objectives. After graduating from college in 2004, he was impressed with the employee development program at JMG Financial Group and joined the firm. He still considers the program critical to his long-term success.
John left JMG in 2010, expanding his technical skills in fiduciary investment management based on statutes, case law, regulations and regulatory guidance. His roles included director of financial planning, investment committee member and senior financial advisor to families and entities.
John returned to JMG to focus on helping families navigate the complexities that money and wealth bring. He maximizes clients' wealth and financial futures through disciplined and holistic planning that's optimized for their success. This foundation allows him to diagnose needs, recommend financial solutions and plans, and execute those plans. He has a passion for and conviction in the plans he outlines for his clients and enjoys guiding them through the wealth management maze.
When he's not serving clients, John enjoys spending time with his family outdoors. His favorite activities include swimming, water sports, fishing, exercising, hiking and attending college football games.
Job Titles:
- Financial Planning Associate
John still remembers the client who struggled with the decision to retire because of concerns about finances. The thought of moving forward was a little scary. John worked closely with him, developing an informed and strategic retirement plan that enabled his client to retire confidently. He later told John it was the best decision he'd ever made.
Those moments when everything comes together through personal relationships based on trust and thoughtful guidance underscore the personal service that John provides. He enjoys helping clients set their financial goals and developing plans to put them on the right path.
John joined JMG in 2005. He made the difficult decision to leave the firm in 2016 so that he could work closer to home and spend less time commuting and more time with his family. He returned in 2018 to enhance his financial planning expertise, continue learning and again enjoy the family atmosphere that JMG is so well-known for.
Outside work, John enjoys spending time with his wife, Jamie, and their two daughters. They like to travel, explore new places and have fun during movie and game nights.
In wealth management, no two days are alike, and that's one aspect of the work that appeals to John. He welcomes the opportunity to listen to client stories, understand who they are and help them achieve their goals.
Clients' interests drive his role as an advisor. John seeks to anticipate his clients' needs using a personal, empathetic and creative approach tailored to their individual circumstances and goals. He appreciates playing a role in the protection, growth and stewardship of his clients' hard-earned assets, yet he notes, financial planning isn't just about outcomes - it's about the insight, experience and client service he provides.
Through a transparent process and dedicated, personal service, John helps his clients focus on what's most important to them for the long term.
Outside work, John likes to spend time exploring Chicago's arts scene, watching his youngest son play hockey and hanging out with his family.
Job Titles:
- Investment Trading Specialist
Josh starts each day with a plan but knows things can change rapidly in the wealth management world based on evolving client needs. He remains flexible and responsive, all while staying on top of tax and financial news.
His ultimate goal is to give clients confidence in their financial lives while teaching them something they may not have known or providing clarity, when needed. Josh loves the combination of working with clients and numbers. Financial planning gives him the opportunity to pursue his passion while providing an important service.
When he's not working, Josh likes to spend time with his family, including traveling with his wife, and cooking.
Justin sees the big picture in his financial guidance and his life. But he understands the big picture is comprised of hundreds of major and minor choices, all of which affect how that picture comes together. As such, Justin's thoughtful, holistic approach when making financial and investment decisions complements his focus on long-term goals.
Justin enjoys getting to know his clients and becoming a part of their lives. In turn, Justin's clients appreciate his perspective as he helps them plan their financial futures.
When he isn't helping clients, Justin enjoys spending time with his wife and two children, and watching and attending sporting events.
Leading JMG's professional development is a rewarding endeavor that allows Kate to make the most of her background in talent management, human resources and social work.
As a member of JMG's senior leadership team, she sets developmental objectives and provides opportunities to help the firm's employees achieve their professional and personal goals. Kate also prepares for the talent that's yet to come, focusing on recruitment initiatives that will help set JMG up for long-term success.
Kate received the top leadership award in her previous organization for developing others and living and supporting the company's culture and core values. She credits hard work and determination for her accomplishments, saying all of her experiences brought her to where she is today.
When not working, Kate enjoys spending time with her family, including watching her two daughters play soccer, as well as working out and traveling.
A strong desire for helping people and a talent for nurturing relationships help Kevin build trust with his clients. Wealth management requires a deep level of confidence in your advisor. By learning what keeps his clients up at night, he can create a path forward that lets them sleep soundly.
In providing a high-touch client experience, Kirk goes above and beyond to respond to clients' questions and needs promptly. If he needs time for research, he lets them know when he'll follow up.
Kirk's response times underscore his passion for helping clients build and implement their financial plans. He enjoys helping clients reach their goals and watching their plans come to fruition, particularly when it comes to tax strategies. In doing so, Kirk is always mindful of the changing tax and economic environment.
He also specializes in analyzing and implementing solutions for executive compensation programs, including restricted stock, and nonqualified and incentive stock options.
Kirk has more than 25 years of experience in the financial services industry and several years of experience working in public accounting. Before joining JMG, he was a wealth advisor at Strategic Wealth Partners in Milwaukee.
Job Titles:
- Client Service Coordinator
Job Titles:
- Financial Planning Associate
Marcus enjoys sharing the tools and resources, as well as his experience, that help clients build and stick with their financial plans. Clients know they can count on him to face important decisions in life with confidence and clarity.
He notes that each client has a unique set of goals, needs, values and resources. Marcus focuses on building long-term relationships, identifying new possibilities and celebrating with clients when they achieve their objectives.
Outside work, Marcus enjoys spending time with his wife and three young adult children, participating in outdoor activities, including running and triathlons, and volunteering for local organizations.
Job Titles:
- Client Service Coordinator
Individuals and families have diverse advisory needs and no shortage of options. They can rely on Matt to provide thoughtful and comprehensive guidance, drawing from his tax and financial advisory background.
As he's committed to each client's financial well-being, Matt enjoys making complex information accessible and understandable.
Matt has 15 years of experience in tax and wealth management. Before joining JMG, he ran his own advisory practice for four years. At JMG, he enjoys the collaborative environment, where advisors and other professionals share their expertise and diverse perspectives.
When you work with wonderful clients who you treat as family and surround yourself with talented colleagues who treat you the same way, it's hard not to love what you do for a living.
Every day, Matt comes into JMG's offices with enthusiasm and a passion for helping his clients meet their financial objectives, making their concerns and goals his own. Guided by a firm belief that you can never over-service a client, Matt's tireless work ethic and personal commitment make him a trusted advisor and steadfast ally for clients across the country.
When he's not finding creative solutions for his clients, Matt enjoys traveling, playing golf and spending time with his family.
Thoughtful communication, attentiveness and problem-solving are the hallmarks of Meggan's role as an advisor. Working with clients and helping them make important decisions about their financial futures gives her a unique opportunity to make lasting connections while pursuing her passion.
She enjoys helping clients get to the root of what they want from life and establishing proactive wealth management plans that reflect those goals. Her partnerships give clients confidence and security to adapt to changing needs and to grow and protect their wealth.
In her free time, Meggan enjoys spending time in Chicago, traveling and staying active.
Job Titles:
- Principal / Director of Tax
Combining a knack for numbers with a passion for helping others reach their goals, Melissa provides clients with accessible expertise that helps them understand their finances and brings them peace of mind. Her proactive approach and keen eye for detail have earned her a reputation as an advisor who is always ahead of the game.
Melissa enjoys getting to know her clients personally, learning who they are and what matters to them. She treats them as if they were members of her extended family. Melissa believes that putting clients' interests first is the foundation of the long-term relationships that are a defining characteristic of JMG.
Originally from New Orleans, Melissa is an avid Louisiana State University football fan and enjoys spending time with her husband and daughter, ideally at the beach.
Life is full of challenges and dilemmas. Michelle thrives on thoughtfully and attentively helping her clients navigate and overcome them. She also enjoys the challenges of providing sound financial guidance in an ever-evolving industry, always striving to stay ahead of changes and keeping abreast of the latest developments to better serve her clients. When clients express gratitude for her patience and understanding, and the work she does on their behalves, Michelle is equally gratified by the role she's played in making their lives better.
Morgan loves the intellectual challenge of solving financial problems and implementing thoughtful, goal-oriented strategies for his clients. But Morgan doesn't find the true value in his work in analytics and abstractions. He finds it in the benefits that his efforts make in his clients' lives.
He finds it when he gives clients the knowledge and confidence to make informed decisions about their financial future. He finds it when he helps clients understand what needs to be done to achieve their stated goals; motivates them to action; and removes any obstacles that stand in their way.
When not serving his clients, Morgan enjoys fine dining with his wife and close friends, followed by a nice walk to work it off.
Job Titles:
- Financial Planning Associate
Nick knows how to anticipate clients' needs. But he's learned being a great advisor means pivoting with timely and accurate advice when life throws a curveball.
A knack for educating people about their financial situation is one of Nick's talents - an aptitude that makes clients feel secure with him at the helm. No matter what level of detail his clients need about the market or their portfolios to feel comfortable, he makes sure they understand not only what, but why.
Nick recognizes that some of the most important and challenging life decisions are made with the help of a wealth management advisor. He's made a career out of taking complex client problems and turning them into solutions that help clients focus on the things they care about most.
Before joining JMG Financial Group, Nick was a wealth advisor at a Chicago-area bank. He started his career working with high net worth individuals in Philadelphia, where he focused on estate planning.
Outside of the office, Nick enjoys golfing, reading and spending time with his wife and daughter.
Job Titles:
- Principal / Chief Client Sols Officer
- Principal / Chief Client Solutions Officer
Oscar was a JMG client before he joined the firm to anticipate and address clients' wealth management needs. His experiences on the other side of the desk - specifically, JMG's unwavering focus on his family's well-being - was the catalyst that prompted him to bring his decades of financial consulting and business development experience to JMG.
Oscar's approach to financial services aligns perfectly with JMG's client-centric focus. He considers it an honor when clients share their stories with him - the challenges faced and overcome, and the successes achieved and celebrated. Committed to making a positive difference every day, Oscar supports his colleagues and collaborates with JMG's retail partners to help clients achieve their goals and realize their visions of the future.
When he's not working, Oscar enjoys connecting with family and friends and spending weekends at his home in Wisconsin boating, swimming and fishing.
Job Titles:
- Research Analyst
- Senior Research Analyst
JMG's clients won't see Rich sifting through and analyzing reams of complex financial data or gathering insights from investment and financial professionals across the country. But every day, JMG's clients reap the benefits of Rich's behind-the-scenes efforts as he uses his talents to make sure that JMG's investment recommendations are well-conceived and client portfolios are managed optimally.
Job Titles:
- Chief Financial Officer
- Principal
Steve appreciates a challenging, ever-changing and dynamic work environment. That's a positive - and necessary - mindset for someone in his position. Responsible for helping JMG meet its business and financial objectives, Steve deftly manages a full-service accounting department while providing support and detailed financial reporting to a diverse group of end users.
It's a demanding role, made even more so by the inherently vacillating nature of his workflow throughout the year. By doing preliminary work and using technology to reduce the time spent on tasks, Steve navigates his responsibilities with aplomb.
For Tim, the most rewarding aspect of being a financial advisor is reaching that "aha" moment with clients when there's mutual recognition of their goals - and then building a road map for achieving them together.
Helping others, no matter where they are on their financial path, fulfills and enriches Tim on many levels. He recalls advising a recent widow who felt like she was losing control over her life. Part of her anxiety stemmed from a lack of confidence and understanding of her financial picture. Tim worked closely with her, establishing trust and an achievable plan so that she could gain peace of mind and focus on other areas of her life.
Once Tim creates the blueprints that help clients achieve their goals, he ensures their financial plans remain on track and connects with them regularly to provide guidance and updates. Topics of discussion can include investments, retirement, tax planning, insurance, estate planning and funding education goals.
When he's not serving clients, Tim likes to spend time with his wife, daughter, and dog and enjoys camping and hiking. He and his wife also volunteer for organizations that support at-risk children and the homeless.
Tony's passion is helping people, so working as a financial and tax advisor and showing clients they have options is a natural fit for him. He works with clients to ensure their finances are tax-efficient after a comprehensive review of their income, assets and investments.
He enjoys the challenge and complexities of tax planning, analyses and preparation and providing sophisticated strategies that underscore JMG's commitment to excellence. He also believes in the value of relationships and appreciates that his clients entrust him with their individual needs.
When he's not working, Tony enjoys spending time outdoors with his family.
Will anticipates clients' complex needs proactively and responds to them quickly, helping them preserve and grow assets with thoughtful, custom solutions. He's passionate about empowering individuals and families to fulfill their goals and dreams and appreciates the opportunity to share in those experiences.
Whether helping clients manage significant wealth events, plan their legacies, develop sophisticated investment strategies or protect their assets, Will remains nimble and adaptive. He provides personalized advice based on a holistic financial picture, always putting clients' best interests first.
Bill strives to provide clients with the sense of well-being that comes from confidence in his thorough and methodical approach and his pursuit of prudent and fruitful tax and financial opportunities on their behalves. He is continually impressed with the graciousness and character of his clients, which only adds to the joy he finds in his work.
Job Titles:
- Chief Investment Officer
- Principal
Providing sound financial planning and timely investment guidance takes time and effort. Bill knows his efforts give clients more time to enjoy the fruits of their hard work rather than spend time worrying about their finances. He takes a genuine interest in his clients' lives and families, and prides himself on delivering clear, understandable advice that adds value, eases concerns and facilitates his clients' goals.
Job Titles:
- Chief Marketing Officer
- Chief Operating Officer
- Principal