Administration
Principals
Controller
Jean Sullivan Galvan
Jean joined JMG in 2019
Sr. Director of Talent Operations
Donna Smolich
Donna joined JMG in 1991
Senior Systems Administrator
Ed Raffenetti
Ed joined JMG in 2002
Advisor Planning Team Manager
Sally Borchardt
Sally joined JMG in 1990
Operations Director
Jennifer Jahn
Jennifer joined JMG in 1990
Advisor Service Team Manager
Stephanie Becker
Stephanie joined JMG in 2010
Investment Trading Specialist
Jon Jamieson
Jon joined JMG in 2020
Advisor Planning Team Manager
Roxanne Ruceis
Roxanne joined JMG in 2012
Associates
Tax Analyst
Kurtis Banta
Kurtis joined JMG in 2023
Talent Coordinator
Gretchen Baron
Gretchen joined JMG in 2022
Investment Admin Coordinator
Alissa Brankey
Alissa joined JMG in 2025
Support Advisor
Johnny Brennan
Johnny joined JMG in 2025
Support Advisor
Brett Callahan
Brett joined JMG in 2024
Client Service Coordinator
Cheryl Cassell
Cheryl joined JMG in 2000
Investment Admin Associate
Cassie Christiansen
Cassie joined JMG in 1998
Client Service Coordinator
Gina Clarke
Gina joined JMG in 2000
Support Advisor
Katie Cooper
Katie joined JMG in 2025
Financial Planning Associate
Jack Crahan
Jack joined JMG in 2025
Senior Accountant
Servando Dorantes
Servando joined JMG in 2025
Financial Planning Associate
Avery Elsner
Avery joined JMG in 2025
Support Advisor
Samuel Epstein
Samuel joined JMG in 2024
Sr. Client Service Coordinator
Charmaine Fortuna
Charmaine joined JMG in 2019
Support Advisor
Victor Galati
Victor joined JMG in 2023
Client Service Associate
Sofia Gonzales
Sofia joined JMG in 2025
Client Service Coordinator
Caitlin Gorski
Caitlin joined JMG in 2022
Client Service Coordinator
Emily Gutzler
Emily joined JMG in 2021
Support Advisor
Tommy Hayes
Tommy joined JMG in 2024
Sr. Client Service Coordinator
Hope Hong
Hope joined JMG in 2021
Client Service Associate
Antonia Ioannou
Antonia joined JMG in 2025
Client Service Associate
Hope Kennedy
Hope joined JMG in 2025
Client Service Associate
Emily Kluckman
Emily joined JMG in 2025
Compliance & Ops Coordinator
Steve Lennart
Steve joined JMG in 2023
Tax Planning Associate
Steve Livingston
Steve joined JMG in 2025
Financial Planning Associate
Jack Malone
Jack joined JMG in 2025
Talent Acquisition Specialist
Samantha Mandel
Samantha joined JMG in 2024
Financial Planning Associate
Jake Mangers
Jake joined JMG in 2025
Support Advisor
Carson Mariman
Carson joined JMG in 2024
Financial Planning Associate
Cate Marzano
Cate joined JMG in 2025
Financial Planning Associate
TJ McMahon
TJ joined JMG in 2025
Sr. Client Service Coordinator
Anne-Marie Mertes
Anne-Marie joined JMG in 2022
Operations Specialist
Kayla Naples
Kayla joined JMG in 2025
Tax Planning Associate
Tom Nowak
Tom joined JMG in 2025
Investment Admin Manager
Anita O'Brien
Anita joined JMG in 2016
Staff Accountant
Jose Ortiz-Florez
Jose joined JMG in 2023
Senior Research Analyst
Richard Pawelko
Richard joined JMG in 1987
Client Service Associate
Kristin Petrenko
Kristin joined JMG in 2025
Client Service Coordinator
Colleen Rivard
Colleen joined JMG in 2024
Investment Admin Coordinator
Jake Romani
Jake joined JMG in 2025
Support Advisor
Joey Shapiro
Joey joined JMG in 2024
Support Advisor
Tim Sloan
Tim joined JMG in 2024
Support Advisor
Kevin Stokes
Kevin joined JMG in 2025
Senior Research Analyst
Victor Susanto
Victor joined JMG in 2005