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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
Will Alexander

Eric Berkowitz headshot

Advisor
Eric Berkowitz

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Advisor
John Bollweg

Oscar Cantu headshot

Chief Client Sols Officer
Oscar Cantu

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Advisor
Meggan Carroll

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Advisor
Chloe Fakhouri

Anthony Cecchini

Principal/CEO
Anthony Cecchini

Eric Faust

Principal
Erik Faust


William Dever

Principal
William Dever

Charles Wm. Foster headshot

Principal/Dir. Client Dev.
Charles Wm. Foster

Jeff Dohner

Principal/CCO
Jeff Dohner

Jaclyn Garcia headshot

Principal
Jaclyn Garcia


William German

Principal
Bill German

Yonhee Gordon

Principal/COO/CMO
Yonhee Gordon


Matthew Grubb

Principal
Matthew Grubb

Dan Jurgovan

Principal/CTO
Dan Jurgovan

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Sr Director Organizational Dev
Kate Kammes

John Karavouzis headsot

Advisor
John Karavouzis

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Advisor
Josh Kowalczyk

Tony Kozaili headshot

Advisor
Tony Kozaili

Justin Leach

Principal
Justin Lesch

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Advisor
Brett Ludwig


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Principal
Dennis Marx


Steve Medwed

Principal/CFO
Steven Medwed

JMG-186F_275x275_Ryan_Moran

Advisor
Ryan Moran

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

Tim Stringer headshot

Advisor
Tim Stringer

Brian Van Buren

Principal
Brian VanBuren


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Advisor
Marcus Velasco

William Waight

Principal/CIO
William Waight

Melissa Walsh

Principal/Director of Tax
Melissa Walsh

John White headshot

Advisor
John White