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. As of today, November 2021, my 200+ Clients have entrusted 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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Investment Advisor Representative
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Bachelors of Science - Criminal Justice -
I am a registered representative of Lincoln Financial Securities offered through Lincoln Financial Securities Corp., a broker-dealer(member SIPC). Investment advisory services offered through Lincoln Financial Securities which is not affiliated with JMG Wealth Management.