Administration
Principals
![Stephanie Becker headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/Becker_Stephanie_275x275.jpg)
Advisor Service Team Manager
Stephanie Becker
Stephanie joined JMG in 2010
![Jon Jamieson headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/Jamieson_Jon_275x275.jpg)
Investment Trading Specialist
Jon Jamieson
Jon joined JMG in 2020
![Karen Thommes headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/Thommes_Karen_275x275.jpg)
Advisor Service Team Manager
Karen Thoemmes
Karen joined JMG in 1996
![Sally Borchart headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/Borchart_Sally_275x275.jpg)
Advisor Planning Team Manager
Sally Borchardt
Sally joined JMG in 1990
![Ed Raffenetti headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/Raffenetti_Ed_275x275.jpg)
Senior Systems Administrator
Ed Raffenetti
Ed joined JMG in 2002
![Jean Sullivan headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/Sullivan_Jean_275x275.jpg)
Controller
Jean Sullivan Galvan
Jean joined JMG in 2019
![Jennifer Jahn headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/Jahn_Jennifer2_275x275.jpg)
Operations Director
Jennifer Jahn
Jennifer joined JMG in 1990
![Roxanne Ruceis headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/Ruceis_Roxanne_275x275.jpg)
Advisor Planning Team Manager
Roxanne Ruceis
Roxanne joined JMG in 2012
![Donna Smolich headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/Smolich_Donna_275x275.jpg)
Human Resources Director
Donna Smolich
Donna joined JMG in 1991
Associates
![Anderson_Logan_275x275](https://www.jmgfinancial.com/wp-content/uploads/2023/08/Anderson_Logan_275x275.jpg)
Financial Planning Associate
Logan Andersen
Logan joined JMG in 2023
![JMG_192!_Kurtis_Banta_275x275](https://www.jmgfinancial.com/wp-content/uploads/2023/05/JMG_192_Kurtis_Banta_275x275.jpg)
Tax Analyst
Kurtis Banta
Kurtis joined JMG in 2023
![Gretchen Baron headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/08/Baron_Gretchen_275x275.jpg)
Human Resources Coordinator
Gretchen Baron
Gretchen joined JMG in 2022
![Patrick Bradford headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/Bradford_Patrick_275x275.jpg)
Support Advisor
Patrick Bradford
Patrick joined JMG in 2020
![Brett_Callahan_2024_275x275](https://www.jmgfinancial.com/wp-content/uploads/2024/07/Brett_Callahan_2024_275x275.jpg)
Planning Associate
Brett Callahan
Brett joined JMG in 2024
![Cheryl Cassell headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/Cassell_Cheryl_275x275.jpg)
Client Service Coordinator
Cheryl Cassell
Cheryl joined JMG in 2000
![Cassie Christiansen headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/Christiansen_Cassie_275x275.jpg)
Investment Administration
Cassie Christiansen
Cassie joined JMG in 1998
![Gina Clarke headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/Clarke_Gina_275x275.jpg)
Client Service Coordinator
Gina Clarke
Gina joined JMG in 2000
![Deimling_John_275x275](https://www.jmgfinancial.com/wp-content/uploads/2023/08/Deimling_John_275x275.jpg)
Financial Planning Associate
John Deimling
John joined JMG in 2023
![Epstein_Samuel_275x275](https://www.jmgfinancial.com/wp-content/uploads/2024/07/Epstein_Samuel_275x275.jpg)
Planning Associate
Samuel Epstein
Samuel joined JMG in 2024
![Evelyne Fischer headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/Fischer_Evelyne_275x275.jpg)
Client Service Coordinator
Evelyne Fisher
Evelyne joined JMG in 2023
![Luke Forfar headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/Forfar_Luke_275x275.jpg)
Support Advisor
Luke Forfar
Luke joined JMG in 2022
![Charmaine Fortuna headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/Fortuna_Charmaine_275x275.jpg)
Sr. Client Service Coordinator
Charmaine Fortuna
Charmaine joined JMG in 2019
![JMG_192A_Victor_Galati_275x275](https://www.jmgfinancial.com/wp-content/uploads/2023/05/JMG_192A_Victor_Galati_275x275.jpg)
Financial Planning Associate
Victor Galati
Victor joined JMG in 2023
![Nicholas Garth headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/02/Garth_Nicholas_275x275.jpg)
Support Advisor
Nick Garth
Nick joined JMG in 2021
![Stephen Gaul headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/Gaul_Stephen_275x275.jpg)
Support Advisor
Stephen Gaul
Stephen joined JMG in 2021
![Caitllin Gorski headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/08/Gorski_Caitlin_275x275.jpg)
Client Service Coordinator
Caitlin Gorski
Caitlin joined JMG in 2022
![Ellis Greenstein headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/08/Greenstein_Ellis_275x275.jpg)
Support Advisor
Ellis Greenstein
Ellis joined JMG in 2022
![Greenwald_Jill_275x275](https://www.jmgfinancial.com/wp-content/uploads/2023/02/Greenwald_Jill_275x275.jpg)
Senior Tax Manager
Jill Greenwald
Jill joined JMG in 2022
![Emily Gutzler headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/02/Gutzler_Emily_275x275.jpg)
Client Service Coordinator
Emily Gutzler
Emily joined JMG in 2021
![Hall_Tevin_275x275](https://www.jmgfinancial.com/wp-content/uploads/2023/02/Hall_Tevin_275x275.jpg)
Support Advisor
Tevin Hall
Tevin joined JMG in 2023
![Jackie_Hefner_2024_275x275](https://www.jmgfinancial.com/wp-content/uploads/2024/05/Jackie_Hefner_2024_275x275.jpg)
Client Service Associate
Jackie Hefner
Jackie joined JMG in 2024
![Hope Hong headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/Hong_Hope_275x275.jpg)
Client Service Coordinator
Hope Hong
Hope joined JMG in 2021
![Tyler Kocour headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/08/Kocour_Tyler_275x275.jpg)
Support Advisor
Tyler Kocour
Tyler joined JMG in 2022
![Lexi Kovitz headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/08/Kovitz_Lexi_275x275.jpg)
Support Advisor
Lexi Kovitz
Lexi joined JMG in 2022
![Joshua Lanskey headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/02/Lanesky_Joshua_275x275.jpg)
Senior Support Advisor
Josh Lanesky
Josh joined JMG in 2021
![JMG_192A_Steve_Lennart_275x275](https://www.jmgfinancial.com/wp-content/uploads/2023/05/JMG_192A_Steve_Lennart_275x275.jpg)
Compliance & Ops Coordinator
Steve Lennart
Steve joined JMG in 2023
![Mandel_Samantha_275x275](https://www.jmgfinancial.com/wp-content/uploads/2024/07/Mandel_Samantha_275x275.jpg)
Talent Aquisition Specialist
Samantha Mandel
Samantha joined JMG in 2024
![Mariman_Carson_275x275](https://www.jmgfinancial.com/wp-content/uploads/2024/07/Mariman_Carson_275x275.jpg)
Planning Associate
Carson Mariman
Carson joined JMG in 2024
![JMG_192A_Laura_Mattes_275x275 copy](https://www.jmgfinancial.com/wp-content/uploads/2023/05/JMG_192A_Laura_Mattes_275x275-copy.jpg)
Sr. Client Service Coordinator
Laura Mattes
Laura joined JMG in 2023
![Anne-Marie Mertes headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/11/Mertes_AnneM_275x275.jpg)
Client Service Coordinator
Anne-Marie Mertes
Anne-Marie joined JMG in 2022
![Marquita Noble headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/Noble_Marquita_275x275.jpg)
Client Service Coordinator
Marquita Noble
Marquita joined JMG in 2020
![Anita O'Brien headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/OBrien_Anita_275x275.jpg)
Investment Admin Manager
Anita O'Brien
Anita joined JMG in 2016
![JMG-192A_Jose_Ortiz_275x275](https://www.jmgfinancial.com/wp-content/uploads/2023/05/JMG-192A_Jose_Ortiz_275x275.jpg)
Staff Accountant
Jose Ortiz-Florez
Jose joined JMG in 2023
![Pence_Diana_275x275](https://www.jmgfinancial.com/wp-content/uploads/2024/07/Pence_Diana_275x275.jpg)
Senior Accountant
Diana Pence
Diana joined JMG in 2024
![Pigatto_Charlie_275x275](https://www.jmgfinancial.com/wp-content/uploads/2023/08/Pigatto_Charlie_275x275.jpg)
Financial Planning Associate
Charlie Pigatto
Charlie joined JMG in 2023
![Kiasee Ray headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/08/Ray_Kiasee_9275x275.jpg)
Client Service Coordinator
Kiasee Ray
Kiasee joined JMG in 2022
![Nancy Reilly headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/Reilly_Nancy_275x275.jpg)
Office Coordinator
Nancy Reilly
Nancy joined JMG in 2010
![Jack Reynolds headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/08/Jack_Reynolds_275x275.jpg)
Support Advisor
Jack Reynolds
Jack joined JMG in 2022
![Colleen_Rivard_2024_275x275](https://www.jmgfinancial.com/wp-content/uploads/2024/05/Colleen_Rivard_2024_275x275.jpg)
Client Service Associate
Colleen Rivard
Colleen joined JMG in 2024
![Anthony Ryan headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/Ryan_Anthony_275x275.jpg)
Support Advisor
Anthony Ryan
Anthony joined JMG in 2021
![Joey_Shapiro_2024_275x275](https://www.jmgfinancial.com/wp-content/uploads/2024/07/Joey_Shapiro_2024_275x275.jpg)
Planning Associate
Joey Shapiro
Joey joined JMG in 2024
![Ryan Sherman headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/Sherman_Ryan_275x275.jpg)
Support Advisor
Ryan Sherman
Ryan joined JMG in 2021
![Sisson_Mike_275x275](https://www.jmgfinancial.com/wp-content/uploads/2023/12/Sisson_Mike_275x275.jpg)
Financial Planning Associate
Mike Sisson
Mike joined JMG in 2023
![Breanna Stohr headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/Stohr_Breanna_275x275.jpg)
Support Advisor
Breanna Stohr
Breanna joined JMG in 2020
![Victor Susanto headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/Susanto_Victor_275x275.jpg)
Senior Research Analyst
Victor Susanto
Victor joined JMG in 2005
![Nicholas Tumilty headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/03/Tumilty_Nick_Nicholas_275x275.jpg)
Support Advisor
Nicholas Tumilty
Nicholas joined JMG in 2022
![Vlassov_Greg_275x275](https://www.jmgfinancial.com/wp-content/uploads/2023/02/Vlassov_Greg_275x275.jpg)
Senior Support Advisor
Greg Vlassov
Greg joined JMG in 2017
![Samantha Wilhelm headshot](https://www.jmgfinancial.com/wp-content/uploads/2022/08/Wilhelm_Samantha_275x275.jpg)
Support Advisor
Samantha Wilhelm
Samantha joined JMG in 2022