Principal
Chief Executive Officer
Executive Committee
Board of Directors

Anthony oversees the overall growth and development of the firm and provides financial planning, estate and individual income tax planning, investment analysis and corporate benefit analysis to executives and other high net worth individuals.

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Principal
Investment Committee

Bill counsels senior corporate executives, professionals and other high net worth individuals on tax, financial, and investment strategies.

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Principal
President and Director of 
  Financial Advisory Services
Executive Committee
Board of Directors

Doug has extensive experience providing investment consultation and personal financial planning to senior corporate executives, business owners, and retirees.

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Jaclyn has extensive knowledge in tax planning and social security benefit strategies.

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Bill provides comprehensive financial planning to corporate executives, high net worth families, and business owners, with an emphasis on tax and investment planning strategies.

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Principal
Chief Operating Officer
Executive Committee
Board of Directors

As Chief Operating Officer, Yonhee is responsible for employee and career development, and oversees the day-to-day and long-term operations of the firm. She joined JMG in 1986.

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Matt has extensive experience in estate tax minimization, income tax and retirement planning, and in developing investment strategies for high net worth individuals.

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Justin provides customized, comprehensive financial planning and investment strategies to corporate executives, business owners and other high net worth individuals.

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Principal
Senior Vice President
Investment Committee

Dennis is a personal financial advisor and confidant to high net worth families and executive officers of public and private businesses.

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Principal
Chief Financial Officer

As Chief Financial Officer, Steve is responsible for all corporate accounting functions and maintaining JMG’s relationships with outside banking, brokerage, and custodial firms.

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Principal
Co-Chief Investment Officer
Executive Committee
Investment Committee
Board of Directors

Bob has been providing financial planning to professionals, owners of closely held businesses, and executives of public companies since 1977.

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Principal
Director, Research Team
Investment Committee

Joe provides comprehensive, customized financial planning services to corporate executives, business owners, and other high net worth individuals and their families.

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Principal
Chief Compliance Officer
Investment Committee

David has been a financial planning specialist since 1989, and counsels senior corporate executives, professionals, owners of closely-held businesses and other high net worth individuals.

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Jason works with high net worth individuals, small business owners, and corporate executives to help them meet their financial and retirement goals.

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Senior Research Analyst
Investment Committee

Rich supports clients and advisors in asset allocation, investment analysis, due diligence, and in the monitoring of funds, investment sub-advisors, and alternative investments.

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Michelle provides comprehensive financial planning services to high net worth individuals, corporate executives and newly divorced individuals.

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Chairman, Board of Directors

Marita currently serves as Chairman of the JMG Board of Directors. She was named as one of The 50 Distinguished Women in Wealth Management in 2008 and 2009 editions of  Wealth Management Magazine.

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Brian has extensive knowledge in tax planning, retirement planning, and working with small businesses.

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Principal
Co-Chief Investment Officer
Executive Committee
Investment Committee
Board of Directors

Bill has been active in financial planning since 1991, counseling corporate executives, professionals, entrepreneurs and other high net worth individuals.

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Principal
Director of Tax

Melissa has been a wealth advisor, working with high net worth individuals and families, and with senior corporate executives, since 1994.

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Sean has extensive knowledge in the areas of income and transfer taxes, retirement funding, and asset protection.

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