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Administration

Principals

Yonhee Gordon

Co-COO/CMO
Yonhee Gordon

JMG-195D_275x275_Adam Boyer

Co-COO/Director of Compliance
Adam Boyer

Persons Name
Joined XXXX

Chief Talent Officer
Kate Kammes

Jeff Dohner

CCO
Jeff Dohner

Dan Jurgovan

CTO
Dan Jurgovan

Stephanie Becker headshot

Advisor Service Team Manager
Stephanie Becker

Stephanie joined JMG in 2010

Donna Smolich headshot

Human Resources Director
Donna Smolich

Donna joined JMG in 1991

Sally Borchart headshot

Advisor Planning Team Manager
Sally Borchardt

Sally joined JMG in 1990

Ed Raffenetti headshot

Senior Systems Administrator
Ed Raffenetti

Ed joined JMG in 2002

Jon Jamieson headshot

Investment Trading Specialist
Jon Jamieson

Jon joined JMG in 2020

Jean Sullivan headshot

Controller
Jean Sullivan Galvan

Jean joined JMG in 2019

Karen Thommes headshot

Advisor Service Team Manager
Karen Thoemmes

Karen joined JMG in 1996

Roxanne Ruceis headshot

Advisor Planning Team Manager
Roxanne Ruceis

Roxanne joined JMG in 2012

Jennifer Jahn headshot

Operations Director
Jennifer Jahn

Jennifer joined JMG in 1990

Associates

Anderson_Logan_275x275

Support Advisor
Logan Andersen

Logan joined JMG in 2023

Lalitha_Appala_275x275_New_2024

Senior Tax Accountant
Lalitha Appala

Lalitha joined JMG in 2024

JMG_192!_Kurtis_Banta_275x275

Tax Analyst
Kurtis Banta

Kurtis joined JMG in 2023

Gretchen Baron headshot

Human Resources Coordinator
Gretchen Baron

Gretchen joined JMG in 2022

Brett_Callahan_2024_275x275

Financial Planning Associate
Brett Callahan

Brett joined JMG in 2024

Cheryl Cassell headshot

Client Service Coordinator
Cheryl Cassell

Cheryl joined JMG in 2000

Cassie Christiansen headshot

Investment Administration
Cassie Christiansen

Cassie joined JMG in 1998

Gina Clarke headshot

Client Service Coordinator
Gina Clarke

Gina joined JMG in 2000

Epstein_Samuel_275x275

Financial Planning Associate
Samuel Epstein

Samuel joined JMG in 2024

Charmaine Fortuna headshot

Sr. Client Service Coordinator
Charmaine Fortuna

Charmaine joined JMG in 2019

JMG_192A_Victor_Galati_275x275

Financial Planning Associate
Victor Galati

Victor joined JMG in 2023

Nicholas Garth headshot

Support Advisor
Nick Garth

Nick joined JMG in 2021

Stephen Gaul headshot

Senior Support Advisor
Stephen Gaul

Stephen joined JMG in 2021

Caitllin Gorski headshot

Client Service Coordinator
Caitlin Gorski

Caitlin joined JMG in 2022

Ellis Greenstein headshot

Support Advisor
Ellis Greenstein

Ellis joined JMG in 2022

Greenwald_Jill_275x275

Senior Tax Manager
Jill Greenwald

Jill joined JMG in 2022

Emily Gutzler headshot

Client Service Coordinator
Emily Gutzler

Emily joined JMG in 2021

Hall_Tevin_275x275

Senior Support Advisor
Tevin Hall

Tevin joined JMG in 2023

Tami_Haroldsen_(1)275x275_2024

Tax Manager
Tami Haroldsen

Tami joined JMG in 2024

Tommy_Hayes_275x275_2024

Financial Planning Associate
Tommy Hayes

Tommy joined JMG in 2024

Jackie_Hefner_2024_275x275

Client Service Associate
Jackie Hefner

Jackie joined JMG in 2024

Hope Hong headshot

Client Service Coordinator
Hope Hong

Hope joined JMG in 2021

Tyler Kocour headshot

Support Advisor
Tyler Kocour

Tyler joined JMG in 2022

Joshua Lanskey headshot

Senior Support Advisor
Josh Lanesky

Josh joined JMG in 2021

JMG_192A_Steve_Lennart_275x275

Compliance & Ops Coordinator
Steve Lennart

Steve joined JMG in 2023

Mandel_Samantha_275x275

Talent Aquisition Specialist
Samantha Mandel

Samantha joined JMG in 2024

Mariman_Carson_275x275

Financial Planning Associate
Carson Mariman

Carson joined JMG in 2024

JMG_192A_Laura_Mattes_275x275 copy

Sr. Client Service Coordinator
Laura Mattes

Laura joined JMG in 2023

Anne-Marie Mertes headshot

Client Service Coordinator
Anne-Marie Mertes

Anne-Marie joined JMG in 2022

Marquita Noble headshot

Client Service Coordinator
Marquita Noble

Marquita joined JMG in 2020

Anita O'Brien headshot

Investment Admin Manager
Anita O'Brien

Anita joined JMG in 2016

JMG-192A_Jose_Ortiz_275x275

Staff Accountant
Jose Ortiz-Florez

Jose joined JMG in 2023

Pigatto_Charlie_275x275

Support Advisor
Charlie Pigatto

Charlie joined JMG in 2023

Nancy Reilly headshot

Office Coordinator
Nancy Reilly

Nancy joined JMG in 2010

Jack Reynolds headshot

Support Advisor
Jack Reynolds

Jack joined JMG in 2022

Colleen_Rivard_2024_275x275

Client Service Associate
Colleen Rivard

Colleen joined JMG in 2024

Anthony Ryan headshot

Support Advisor
Anthony Ryan

Anthony joined JMG in 2021

Joan_Sanders_275x275_2024

Client Service Associate
Joan Sanders

Joan joined JMG in 2024

Joey_Shapiro_2024_275x275

Financial Planning Associate
Joey Shapiro

Joey joined JMG in 2024

Ryan Sherman headshot

Senior Support Advisor
Ryan Sherman

Ryan joined JMG in 2021

Sisson_Mike_275x275

Financial Planning Associate
Mike Sisson

Mike joined JMG in 2023

Tim_Sloan_275x275_2024

Financial Planning Associate
Tim Sloan

Tim joined JMG in 2024

Breanna Stohr headshot

Support Advisor
Breanna Stohr

Breanna joined JMG in 2020

Victor Susanto headshot

Senior Research Analyst
Victor Susanto

Victor joined JMG in 2005

Nicholas Tumilty headshot

Support Advisor
Nicholas Tumilty

Nicholas joined JMG in 2022

Vlassov_Greg_275x275

Senior Support Advisor
Greg Vlassov

Greg joined JMG in 2017