JMG Financial Group Limited

Description

Jason has extensive knowledge in income tax planning, advanced estate planning, retirement planning, and investment portfolio design. He has played an integral role in establishing the firm’s individual and fiduciary income tax procedures. He has served on the firm’s mutual fund research and analysis team for over 10 years. Prior to joining JMG in 1999, he was a financial consultant with Merrill Lynch. Jason is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Asset Management Specialist(SM), and a Chartered Mutual Fund Counselor(SM).

She has extensive experience in estate tax minimization strategies, investment planning, retirement planning, and individual income tax planning. Prior to joining JMG, she was a senior manager in the personal financial counseling group at Ernst &Young, where she helped develop financial planning software for the firm, and served on the editorial boards for the Ernst & Young Tax Guide and the Financial Planning Guide for Women. Melissa was selected as one of Chicago magazine's Five Star Wealth Managers for 2011 and 2013.

Dennis has extensive experience in developing tax and investment strategies for clients. He is an adjunct professor at the Keller Graduate School of Management teaching personal financial planning and managerial finance. Dennis is a member of the American Institute of Certified Public Accountants, the University of Dayton's Business School Advisory Council, the Advisory Board of Catholic Charities of Chicago and the Board of Trustees for the University of Dayton. He is a CPA and an AICPA Personal Financial Specialist.

As Director of the Research Team, Joe is responsible for selection of, and due diligence with respect to, recommended investments. He has extensive experience in individual income tax, retirement, and estate planning, as well as in designing customized investment strategies. He also provides consulting services to deferred compensations plans. Prior to joining JMG in 1996, Joe began his career at an accounting firm in the Chicago suburbs where he developed an expertise in income tax preparation. He has been instrumental in developing and training the firm’s technical staff.

Michelle has extensive experience in income tax and retirement planning, as well as in developing investment strategies. She helps individuals going through divorce to understand the short- and long-term financial implications of proposed settlements, and provides guidance post-settlement to minimize the challenges of transition. Since she began her career with JMG in 1994, she has played an integral part in the management and training of the technical staff. Michelle has also been involved in research and analysis of mutual fund date.

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