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Our Team

Effective wealth management, investment management and income tax planning aren't just matters of numbers, trades, calculations, dollars and cents. It's the people that count.

JMG attracts and retains the most talented, credentialed and successful professionals in wealth management. Every member of our seasoned team is passionate about helping clients achieve their financial goals. They're even available 24/7 to provide thoughtful, personalized guidance.

Count on JMG to put clients first.

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Advisor
John Bollweg

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Chief Client Sols Officer
Oscar Cantu

Anthony Cecchini

Principal/CEO
Anthony Cecchini

William Dever

Principal
William Dever

Jeff Dohner

Principal/CCO
Jeff Dohner

Douglas Evans

Principal
Doug Evans

Eric Faust

Advisor
Erik Faust

Charles Foster Headshot

Principal/Dir. Client Dev.
Charles Wm. Foster

Jaclyn Garcia

Advisor
Jaclyn Garcia

William German

Principal
Bill German

Yonhee Gordon

Principal/COO
Yonhee Gordon

Matthew Grubb

Principal
Matthew Grubb

Dan Jurgovan

Principal/CTO
Dan Jurgovan

Tony Kozaili Profile Headshot

Senior Tax Manager
Tony Kozaili

Justin Leach

Principal
Justin Lesch

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Advisor
Brett Ludwig

Principal
Dennis Marx

Steve Medwed

Principal/CFO
Steven Medwed

David Morgan

Principal
David Morgan

Aaron Niec headshot

Advisor
Aaron Niec

Jason O'Hallen

Principal/President/Director FAS
Jason O’Hallen

Rich Pawelko

Sr. Research Analyst
Richard Pawelko

Morgan Pearsall

Principal
Morgan Pearsall

Michelle Rozsypal

Principal
Michelle Rozsypal

Brian Van Buren

Advisor
Brian VanBuren

William Waight

Principal/CIO
William Waight

Melissa Walsh

Principal/Director of Tax
Melissa Walsh