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Bobby Lively


Bobby’s weekdays usually start at 5 a.m., when he arrives at the office and plans each day’s activities. He coordinates with his JMG Financial Group team to prioritize the work and make sure clients get the first-class service they’re accustomed to.

Bobby is equally adept at looking at the big picture as well as each client’s individual situation. He explains concepts and talks through strategies from a holistic perspective, helping clients gain the confidence they need to move forward with their financial plans.

One of the advantages of working at JMG is the tightknit, family like environment, where job titles don’t deter employees from helping one another. Bobby considers the JMG culture to be unique and appreciates how willing everyone is to work together to provide consistent and exemplary service for every client.

Outside work, Bobby is an avid golfer who enjoys teaching others how to play, as well as enhancing his golf skills. And he loves spending time with Caddie, his four-legged buddy.

Joined JMG





Bachelor of Business Administration in finance – Saint Xavier University

“I hope that clients will take away a new understanding and appreciation for the holistic planning that we do here at JMG.”