Administration
Principals
Advisor Planning Team Manager
Sally Borchardt
Sally joined JMG in 1990
Senior Systems Administrator
Ed Raffenetti
Ed joined JMG in 2002
Investment Trading Specialist
Jon Jamieson
Jon joined JMG in 2020
Controller
Jean Sullivan Galvan
Jean joined JMG in 2019
Advisor Service Team Manager
Karen Thoemmes
Karen joined JMG in 1996
Advisor Planning Team Manager
Roxanne Ruceis
Roxanne joined JMG in 2012
Operations Director
Jennifer Jahn
Jennifer joined JMG in 1990
Associates
Support Advisor
Logan Andersen
Logan joined JMG in 2023
Senior Tax Accountant
Lalitha Appala
Lalitha joined JMG in 2024
Tax Analyst
Kurtis Banta
Kurtis joined JMG in 2023
Human Resources Coordinator
Gretchen Baron
Gretchen joined JMG in 2022
Financial Planning Associate
Brett Callahan
Brett joined JMG in 2024
Client Service Coordinator
Cheryl Cassell
Cheryl joined JMG in 2000
Investment Administration
Cassie Christiansen
Cassie joined JMG in 1998
Client Service Coordinator
Gina Clarke
Gina joined JMG in 2000
Financial Planning Associate
Samuel Epstein
Samuel joined JMG in 2024
Sr. Client Service Coordinator
Charmaine Fortuna
Charmaine joined JMG in 2019
Financial Planning Associate
Victor Galati
Victor joined JMG in 2023
Support Advisor
Nick Garth
Nick joined JMG in 2021
Senior Support Advisor
Stephen Gaul
Stephen joined JMG in 2021
Client Service Coordinator
Caitlin Gorski
Caitlin joined JMG in 2022
Support Advisor
Ellis Greenstein
Ellis joined JMG in 2022
Senior Tax Manager
Jill Greenwald
Jill joined JMG in 2022
Client Service Coordinator
Emily Gutzler
Emily joined JMG in 2021
Senior Support Advisor
Tevin Hall
Tevin joined JMG in 2023
Tax Manager
Tami Haroldsen
Tami joined JMG in 2024
Financial Planning Associate
Tommy Hayes
Tommy joined JMG in 2024
Client Service Associate
Jackie Hefner
Jackie joined JMG in 2024
Client Service Coordinator
Hope Hong
Hope joined JMG in 2021
Support Advisor
Tyler Kocour
Tyler joined JMG in 2022
Senior Support Advisor
Josh Lanesky
Josh joined JMG in 2021
Compliance & Ops Coordinator
Steve Lennart
Steve joined JMG in 2023
Talent Aquisition Specialist
Samantha Mandel
Samantha joined JMG in 2024
Financial Planning Associate
Carson Mariman
Carson joined JMG in 2024
Sr. Client Service Coordinator
Laura Mattes
Laura joined JMG in 2023
Client Service Coordinator
Anne-Marie Mertes
Anne-Marie joined JMG in 2022
Client Service Coordinator
Marquita Noble
Marquita joined JMG in 2020
Investment Admin Manager
Anita O'Brien
Anita joined JMG in 2016
Staff Accountant
Jose Ortiz-Florez
Jose joined JMG in 2023
Sr. Research Analyst
Richard Pawelko
Richard joined JMG in 1987
Support Advisor
Charlie Pigatto
Charlie joined JMG in 2023
Office Coordinator
Nancy Reilly
Nancy joined JMG in 2010
Support Advisor
Jack Reynolds
Jack joined JMG in 2022
Client Service Associate
Colleen Rivard
Colleen joined JMG in 2024
Support Advisor
Anthony Ryan
Anthony joined JMG in 2021
Client Service Associate
Joan Sanders
Joan joined JMG in 2024
Financial Planning Associate
Joey Shapiro
Joey joined JMG in 2024
Senior Support Advisor
Ryan Sherman
Ryan joined JMG in 2021
Financial Planning Associate
Mike Sisson
Mike joined JMG in 2023
Financial Planning Associate
Tim Sloan
Tim joined JMG in 2024
Support Advisor
Breanna Stohr
Breanna joined JMG in 2020
Senior Research Analyst
Victor Susanto
Victor joined JMG in 2005
Support Advisor
Nicholas Tumilty
Nicholas joined JMG in 2022
Senior Support Advisor
Greg Vlassov
Greg joined JMG in 2017