Administration
Principals

Controller
Jean Sullivan Galvan
Jean joined JMG in 2019

Human Resources Director
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

Advisor Service Team Manager
Karen Thoemmes
Karen joined JMG in 1996

Advisor Service Team Manager
Stephanie Becker
Stephanie joined JMG in 2010

Operations Director
Jennifer Jahn
Jennifer joined JMG in 1990

Advisor Planning Team Manager
Roxanne Ruceis
Roxanne joined JMG in 2012

Investment Trading Specialist
Jon Jamieson
Jon joined JMG in 2020
Associates

Support Advisor
Logan Andersen
Logan joined JMG in 2023

Senior Tax Accountant
Lalitha Appala
Lalitha joined JMG in 2024

Tax Analyst
Kurtis Banta
Kurtis joined JMG in 2023

Human Resources Coordinator
Gretchen Baron
Gretchen joined JMG in 2022

Financial Planning Associate
Johnny Brennan
Johnny joined JMG in 2025

Financial Planning Associate
Brett Callahan
Brett joined JMG in 2024

Client Service Coordinator
Cheryl Cassell
Cheryl joined JMG in 2000

Investment Administration
Cassie Christiansen
Cassie joined JMG in 1998

Client Service Coordinator
Gina Clarke
Gina joined JMG in 2000

Financial Planning Associate
Katie Cooper
Katie joined JMG in 2025

Financial Planning Associate
Samuel Epstein
Samuel joined JMG in 2024

Sr. Client Service Coordinator
Charmaine Fortuna
Charmaine joined JMG in 2019

Client Service Associate
Lynda Franklin
Lynda joined JMG in 2024

Financial Planning Associate
Victor Galati
Victor joined JMG in 2023

Support Advisor
Nick Garth
Nick joined JMG in 2021

Senior Support Advisor
Stephen Gaul
Stephen joined JMG in 2021

Client Service Coordinator
Caitlin Gorski
Caitlin joined JMG in 2022

Support Advisor
Ellis Greenstein
Ellis joined JMG in 2022

Client Service Coordinator
Emily Gutzler
Emily joined JMG in 2021

Senior Support Advisor
Tevin Hall
Tevin joined JMG in 2023

Tax Manager
Tami Haroldsen
Tami joined JMG in 2024

Financial Planning Associate
Tommy Hayes
Tommy joined JMG in 2024

Client Service Associate
Jackie Hefner
Jackie joined JMG in 2024

Client Service Coordinator
Hope Hong
Hope joined JMG in 2021

Support Advisor
Tyler Kocour
Tyler joined JMG in 2022

Senior Support Advisor
Josh Lanesky
Josh joined JMG in 2021

Compliance & Ops Coordinator
Steve Lennart
Steve joined JMG in 2023

Talent Aquisition Specialist
Samantha Mandel
Samantha joined JMG in 2024

Financial Planning Associate
Carson Mariman
Carson joined JMG in 2024

Sr. Client Service Coordinator
Laura Mattes
Laura joined JMG in 2023

Client Service Coordinator
Anne-Marie Mertes
Anne-Marie joined JMG in 2022

Client Service Coordinator
Marquita Noble
Marquita joined JMG in 2020

Investment Admin Manager
Anita O'Brien
Anita joined JMG in 2016

Staff Accountant
Jose Ortiz-Florez
Jose joined JMG in 2023

Sr. Research Analyst
Richard Pawelko
Richard joined JMG in 1987

Support Advisor
Charlie Pigatto
Charlie joined JMG in 2023

Office Coordinator
Nancy Reilly
Nancy joined JMG in 2010

Support Advisor
Jack Reynolds
Jack joined JMG in 2022

Client Service Associate
Colleen Rivard
Colleen joined JMG in 2024

Support Advisor
Anthony Ryan
Anthony joined JMG in 2021

Client Service Associate
Joan Sanders
Joan joined JMG in 2024

Financial Planning Associate
Joey Shapiro
Joey joined JMG in 2024

Senior Support Advisor
Ryan Sherman
Ryan joined JMG in 2021

Financial Planning Associate
Mike Sisson
Mike joined JMG in 2023

Financial Planning Associate
Tim Sloan
Tim joined JMG in 2024

Support Advisor
Breanna Stohr
Breanna joined JMG in 2020

Senior Research Analyst
Victor Susanto
Victor joined JMG in 2005

Support Advisor
Nicholas Tumilty
Nicholas joined JMG in 2022

Senior Support Advisor
Greg Vlassov
Greg joined JMG in 2017