Posts by Anthony Cecchini

JMG Financial Group is pleased to announce that William German, Principal, has been named Co-Chief Investment Officer. Bill has served on the firm’s Investment Committee since 2019 and will continue to work alongside Bill Waight who has served as CIO since 2018. Bill German joined JMG in 2003. See Bill’s bio here Please join us…

We’re pleased to announce that Tim Stringer has been promoted to Principal at JMG Financial Group. “I’m honored to be part of the JMG family. It is such a supportive group of colleagues that prioritizes helping others learn and grow. I am excited to help develop the next generation and contribute to the firm’s future…

JMG Announces New Principals We’re pleased to announce that the following individuals have been promoted to Principal at JMG Financial Group. Jaclyn, Brian, and Erik all joined the firm as financial planning associates and progressed through JMG’s career path to financial advisor. “I’m so proud to be a member of JMG and truly appreciate the…

Your JMG team is ready to tackle 2021. Happy new year!  

From Our CEO As we approach the fourth quarter during this very unusual year, I thought it would be a nice change of pace to share some good news with you! The rewarding part of our industry is the gratification of client satisfaction and trust. I continue to be proud of the depth of our…

From Our CEO It’s hard to believe we’ve already reached midyear as we assess what’s been happening around us. We’ve been extremely pleased with the seamless transition to working from home for all of our employees and we trust that our clients haven’t noticed any disruption in service. Credit goes to our technology team and…

JMG welcomes Oscar Cantu as the firm’s Chief Client Solutions Officer. Oscar was a JMG client before he decided to seek a position on the other side of the desk. He brings decades of financial consulting and business development experience to JMG. Oscar supports his colleagues and collaborates with JMG’s financial industry partners to help…

Team JMG braved the wet weather on Sunday, Sept. 22 to support Northwestern Medicine’s “NM5K, Race to Impact 2019” in Lake Forest, Illinois. The annual event helps fund medical fitness and wellness programs for those who have conditions such as heart disease and Parkinson’s disease. Congratulations to JMG’s Chuck Foster, principal/director of client development, for…

Have you met JMG’s leadership team lately? They are all partners in the firm, complementing 10 other partners/owners. The average tenure for the four leaders is 25 years at JMG. Congratulations to these JMG employees who are celebrating milestone anniversaries. They’ll be honored at a celebratory lunch in late August. From left: Brett Ludwig, William…

Congratulations to Yonhee Gordon, our chief operating officer (left), for being recognized in the InvestmentNews “Women to Watch” program. The fourth annual awards gala was held at Ziegfield Ballroom in New York City on March 14. Yonhee and 21 other women were honored for their willingness to share their expertise with others in the financial…