Principal/Chief Client Solutions Officer
Oscar was a JMG client before he joined the firm to anticipate and address clients’ wealth management needs. His experiences on the other side of the desk – specifically, JMG’s unwavering focus on his family’s well-being – was the catalyst that prompted him to bring his decades of financial consulting and business development experience to JMG.
Oscar’s approach to financial services aligns perfectly with JMG’s client-centric focus. He considers it an honor when clients share their stories with him – the challenges faced and overcome, and the successes achieved and celebrated. Committed to making a positive difference every day, Oscar supports his colleagues and collaborates with JMG’s retail partners to help clients achieve their goals and realize their visions of the future.
When he’s not working, Oscar enjoys connecting with family and friends and spending weekends at his home in Wisconsin boating, swimming and fishing.
Bachelor of Arts in economics – University of Illinois Urbana-Champaign