At JMG Wealth Management, I take a client's needs approach. Everyone is different for what
they are trying to attain. I listen to what my clients disclose to me and research for them how
to best reach their objectives. I have been securities licensed since 1995 and insurance
licensed since 1998. My 20 years of experience in both the securities arena as well as the
insurance arena helps my clients address these needs. My 200+ Clients have trusted me with their
assets in excess of $22M.
My objective is to educate my clients and explain what my recommendations are and why. I want my clients to walk this journey with me and be involved. One thing that has always been a precedent of mine is finding a solution for my clients. I believe in finding the "square peg that will fit in the round hole." This method allows me to research for my clients and find the best case scenario for each of them rather than a "cookie-cutter approach." It is the challenge of this business and what I look forward to everyday. I assist my clients in the areas of asset management as well as insurance needs, if the need exists. If you are looking for someone that will explore the full financial arena for you or to manage your assets then give me a call.
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I can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
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Bachelors of Science - Criminal Justice -
I am a registered representative of and offer securities, financial planning services and investment advisory services through MML Investors Svcs, LLC. Member SIPC. Supervisory address: 13455 Noel Rd. 20th Fl. Dallas, Tx. 75240. JMG Wealth Management is not a subsidiary of MML Investors Svcs., LLC. or its subsidiaries.