JMG Financial Group Ltd

Anthony Cecchini is a CFP® and holds a Series 65 license with 26 years of experience in the financial industry. He has worked at JMG Financial Group Ltd since 2000. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management, portfolio management, and financial consulting services. The firm employs a planning-based, long-term investment approach that includes strategic asset allocation and tactical shifts, utilizing a range of investment options and tax-aware strategies.

William Waight is a CFP® professional with 27 years of experience at JMG Financial Group Ltd in Henderson, NV, where he has worked since 1999. He holds Series 63 and Series 65 licenses and serves as a financial advisor within a multi-team environment. JMG Financial Group provides wealth management services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach with strategic asset allocation and offers additional services such as in-house tax consulting and private investment fund advice.

Justin Lesch is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with JMG Financial Group Ltd in Downers Grove, IL since 2013. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth and portfolio management services, including tax consulting and private investment fund advice. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and utilizes a range of investment vehicles and tax-aware strategies.

John Bollweg is a CFP® professional with 16 years of industry experience. He has worked at JMG Financial Group Ltd since 2020 and previously spent ten years at MPS LORIA Financial Planners, LLC. JMG Financial Group Ltd provides comprehensive wealth management, portfolio management, and consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach emphasizing strategic asset allocation and uses a variety of investment vehicles, including ETFs, mutual funds, individual equities, fixed income, and private investments.

Brett Ludwig is a CFP® professional at JMG Financial Group Ltd with eight years of industry experience. He has been with JMG Financial Group since 2014 in various roles. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering comprehensive wealth management, portfolio management, and financial consulting services. The firm utilizes a planning-based, long-term investment approach with an emphasis on strategic asset allocation and employs a range of investment vehicles, including ETFs, mutual funds, equities, fixed income, and private investments.

William Alexander is a CFP® with eight years of experience at JMG Financial Group Ltd in Downers Grove, IL. He has worked at JMG continuously since 2014 in various roles. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management, portfolio management, and consulting services. The firm uses a planning-based, long-term investment approach focused on strategic asset allocation and offers a range of investment options including ETFs, mutual funds, individual equities, fixed income, and private investments.

Jonathan Jamieson is a financial advisor at JMG Financial Group Ltd with one year of industry experience. He holds the Series 65 designation and previously worked at Spotlight Asset Management and RJ O'Brien & Associates. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach with strategic asset allocation and offers multiple operational features, including held-away account management and tax-aware strategies.

Marcus Velasco is a financial advisor at JMG Financial Group Ltd in Downers Grove, IL, with 18 years of industry experience. He holds the CFP® and CFA® designations along with Series 63 and 66 licenses. His prior work includes roles at Allstate, Nuveen Investments, and operating his own businesses, including Emvee Coaching, LLC. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management, portfolio management, and financial consulting services. The firm employs a planning-based, long-term investment approach using strategic asset allocation and offers in-house tax consulting and private investment fund advice.

Adam Boyer is a financial advisor at JMG Financial Group Ltd with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including the London Stock Exchange Group, Northern Trust, and Charles Schwab. Outside of advising, he manages rental properties on a limited personal basis. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with a planning-based, long-term investment approach. The firm offers comprehensive wealth management, portfolio management, in-house tax consulting, and private investment fund advisory services.

Chloe Fakhouri is a CFP® with five years of industry experience, currently serving as a financial advisor at JMG Financial Group Ltd in Downers Grove, IL. Prior to joining JMG Financial Group, she worked at Itasca Bank & Trust and was also employed by Depaul University. Outside of her financial advisory role, Chloe is a fitness instructor for Pike Lagree, a fitness center offering Lagree-style classes. JMG Financial Group provides comprehensive wealth management and consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and offers services including portfolio management, tax consulting, and access to private investment opportunities.

Jaclyn Garcia is a CFP® with 10 years of industry experience and has been with JMG Financial Group Ltd since 2015. She serves as a manager of Glass Pumpkin Vineyard, LLC, a vineyard business unrelated to investments. JMG Financial Group Ltd provides comprehensive wealth and portfolio management to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term approach with strategic asset allocation and offers tax consulting and access to private investment funds.

Jacob Stanczyk is a CFP® with six years of industry experience currently serving at JMG Financial Group Ltd. He has held prior roles at The Advocate Group, LLC, Carlson Holdings Inc., and Accredited Investors Inc. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with a comprehensive wealth management approach that includes portfolio management, financial and retirement consulting, and in-house tax services. The firm employs a planning-based, long-term investment process emphasizing strategic asset allocation combined with tactical adjustments approved by an investment committee.

Oscar Cantu is a financial advisor with JMG Financial Group Ltd, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at JMG Financial Group since 2019 and previously spent 20 years at Charles Schwab, including Charles Schwab Bank. JMG Financial Group provides wealth management, portfolio management, and financial consulting to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm uses a planning-based, long-term investment approach emphasizing strategic asset allocation and employs a range of investment vehicles including ETFs, mutual funds, individual equities, and alternative investments.

Nicholas Tumilty is a CFP® professional at JMG Financial Group Ltd with two years of industry experience. He has held roles at Charles Schwab & Co., Wealthspire, and DoorDash, as well as positions at UW-Madison Wisconsin School of Business. JMG Financial Group provides wealth management, portfolio management, and financial consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach emphasizing strategic asset allocation and offers in-house tax consulting alongside access to private and alternative investments.

Breanna Stohr is a CFP® professional at JMG Financial Group Ltd with one year of industry experience. She has previously worked at Bank of America Merrill Lynch and held various educational roles before joining JMG Financial Group. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management and portfolio management services. The firm uses a planning-based, long-term investment approach with a repeatable process and strategic asset allocation, drawing from a variety of investment vehicles including ETFs, mutual funds, and private investments.