JMG Financial Group, Ltd.

Description

Address: 2001 Butterfield Rd, Downers Grove, IL 60515 Phone: (630) 571-5252Category: : Place name: : Website: : : : : Hours: Website: http://www.jmgfinancial.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of JMG Financial Group, Ltd. Posting publicly on the Web Write a review Reviews 1 Google review

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JMG Financial Group, Ltd. Employees

Employee
Years
Job
Industry
Dana DeLance Dana DeLance Greater Chicago Area Details
Dana DeLance's JMG Financial Group, Ltd. Experience August 2014 - Present
Job Financial Planning Associate at JMG Financial Group, Ltd.
Industry Financial Services
Experience
JMG Financial Group, Ltd.   August 2014 - Present
The Family Firm, Inc.   June 2013 - August 2014
International Food and Agribusiness Management Review   November 2012 - March 2013
Sterling Wealth Management, Inc   October 2012 - December 2012
Panera Bread Company  January 2007 - January 2010

Education
University of Illinois   2009 — 2013
Bachelor of Science, Agricultural and Consumer Economics; Financial Planning

University of Nottingham   2012 — 2012
Financial Planning

Jaclyn Garcia, CFP® Jaclyn Garcia, CFP® Oak Brook, Illinois Details
Jaclyn Garcia, CFP®'s JMG Financial Group, Ltd. Experience August 2013 - Present
Job Senior Financial Planning Associate at JMG Financial Group, Ltd.
Industry Financial Services
Experience
JMG Financial Group, Ltd.   August 2013 - Present
JMG Financial Group, LTD  September 2007 - July 2013

Education
Illinois Wesleyan University   2003 — 2007
Bachelor of Arts (BA), Business Administration and Management, General and Psychology

Jason O'Hallen Jason O'Hallen Greater Chicago Area Details
Jason O'Hallen's JMG Financial Group, Ltd. Experience April 1999 - Present
Job Principal at JMG Financial Group, Ltd.
Industry Financial Services
Experience
JMG Financial Group, Ltd.   April 1999 - Present

Skills
Retirement Planning, Estate Planning, Wealth Management, Financial Planning, Tax Planning, Investment Management

Education
Michigan Technological University   1992 — 1998
Bachelors, Economics / Finance

East Leyden   1988 — 1992

Michelle Rozsypal Michelle Rozsypal Westmont, Illinois Details
Michelle Rozsypal's JMG Financial Group, Ltd. Experience October 1994 - Present
Job Financial Advisor at JMG Financial Group, LTD
Industry Financial Services
Experience
JMG Financial Group, LTD  October 1994 - Present

Skills
Wealth Management, Financial Planning, Retirement Planning, Investment Management, Tax Planning, Estate Planning

Education
Northern Illinois University   1993 — 1994
Bachelor's degree, Finance, General

Butler University   1990 — 1992

Brian VanBuren, CFP Brian VanBuren, CFP Oak Brook, Illinois Details
Brian VanBuren, CFP's JMG Financial Group, Ltd. Experience August 2013 - Present
Job Senior Financial Planning Associate at JMG Financial Group, LTD
Industry Financial Services
Experience
JMG Financial Group, LTD  August 2013 - Present
JMG Financial Group, LTD  August 2008 - July 2013

Education
Northern Illinois University   2004 — 2008
Bachelor of Science (BS), Finance

Edward Raffenetti Edward Raffenetti Greater Chicago Area Details
Edward Raffenetti's JMG Financial Group, Ltd. Experience July 2002 - Present
Job IT Professional
Industry Information Technology and Services
Experience
JMG Financial Group, Ltd.   July 2002 - Present

Skills
Servers, Windows Server, Visual Basic, Technical Support, Access, IT Strategy, Microsoft SQL Server, Microsoft Exchange, Group Policy, Active Directory, Disaster Recovery, Microsoft Office, Hyper-V, VB.NET, Data Protection Manager, Virtual Machine Manager, C#, Programming, DNS, ShoreTel, Windows Remote Desktop, System Administration, Cisco VPN, Sonicwall, CRM, Twitter, WordPress, Facebook, Video Editing, Sound Editing, Automotive, Digital Photography, Backup Solutions, Powershell, Application..., Computer Repair, Google Chrome, Internet Explorer

Education
Millikin University   1998 — 2002
Bachelor's degree, Management Information Systems

Joseph Menconi Joseph Menconi Greater Chicago Area Details
Joseph Menconi's JMG Financial Group, Ltd. Experience 1996 - Present
Job Financial Advisor at JMG Financial Group, Ltd.
Industry Financial Services
Experience
JMG Financial Group, Ltd.   1996 - Present
Castle Bank  1993 - 1995

Skills
Wealth Management, Personal Financial..., Retirement Planning, Investment Management, Estate Planning, Strategic Financial...

Education
Northern Illinois University
MBA, BS, Finance, Economics

Francesco Maranto Francesco Maranto Greater Nashville Area Details
Francesco Maranto's JMG Financial Group, Ltd. Experience October 2012 - May 2015
Job Financial Planning Client Associate at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management  September 2015 - Present
JMG Financial Group, LTD  October 2012 - May 2015
LJP Services, LLC.   May 2012 - October 2012
Jay Goldberg Events and The Canopy Club   August 2011 - May 2012

Education
University of Illinois at Urbana-Champaign   2008 — 2012
Bachelor of Science (B.S.), Finance, General

Kwang Lee Kwang Lee Columbus, Ohio Area Details
Kwang Lee's JMG Financial Group, Ltd. Experience 1993 - 1996
Job Investment Strategist at Prudential Financial
Industry Investment Management
Experience
Prudential Financial  July 2015 - Present
JPMorgan Chase  January 2001 - March 2014
eFrontiers   2000 - 2000
CIBC Oppenheimer  1999 - 2000
Greenrock Research   1996 - 1999
JMG Financial Group, LTD  1993 - 1996

Skills
Asset Managment, Hedge Funds, Mutual Funds, Equities, Series 7, Investments, Wealth Management, Asset Allocation, Investment Management, Fixed Income, Series 63, Private Equity, Asset Management, Financial Advisory, Investment Advisory

Education
Northern Illinois University   1990 — 1993
JD

The University of Chicago   1982 — 1987
AB

Glenbrook North High School   1978 — 1982

Victor Susanto, CIMA® Victor Susanto, CIMA® Greater Chicago Area Details
Victor Susanto, CIMA®'s JMG Financial Group, Ltd. Experience June 2005 - Present
Job Research Analyst at JMG Financial Group, Ltd.
Industry Financial Services
Experience
JMG Financial Group, Ltd.   June 2005 - Present
Mercury Marine  June 2000 - January 2001
Visteon  June 1998 - August 1998

Education
Iowa State University   1999 — 2001
M.Sc., Industiral Technology

Iowa State University   1995 — 1998
B.Sc., Metallurgical Engineering

Keller Graduate School of Management of DeVry University
Master of Finance, Finance

Lynn Conant Lynn Conant Dallas/Fort Worth Area Details
Lynn Conant's JMG Financial Group, Ltd. Experience 1992 - 1994
Job Finance
Industry Financial Services
Experience
Simpson Strong-Tie  2015 - Present
JMG Financial Group, LTD  1992 - 1994
Van Kampen Investments  April 1988 - June 1992
Talman Home Mortgages   October 1987 - November 1988
IBM  June 1983 - August 1987

Skills
Personal Financial..., Volunteer Cordination, Personal Tax Preparation, Series 6 Registered..., Investments, High Net Worth..., Financial Services, Wealth Management, Mutual Funds, Retirement, Mortgage Lending, Financial Planners, Financial Planning, Team Building

Education
Liberty University   1982 — 1986
Bachelor of Business Administration (BBA), Financial Planning and Services, 3.75

Maria Schuster Maria Schuster Oak Brook, Illinois Details
Maria Schuster's JMG Financial Group, Ltd. Experience July 2013 - Present
Job Financial Planning Associate at JMG Financial Group, LTD
Industry Financial Services
Experience
JMG Financial Group, LTD  July 2013 - Present
Purdue Recreational Center   August 2012 - May 2013
Pro Capital Ltd.  May 2012 - July 2012
Shelton Fireworks  June 2011 - August 2011

Education
Purdue University   2009 — 2013
Financial Counseling and Planning, Finance, General, Senior

Thomas Harty, AIF® Thomas Harty, AIF® Greater Chicago Area Details
Thomas Harty, AIF®'s JMG Financial Group, Ltd. Experience 2010 - 2013
Job Director, Relationship Management Corporate and Retirement Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  May 2015 - Present
Sikich  2013 - 2015
JMG Financial Group, Ltd.   2010 - 2013
Fidelity Investments  1998 - 2008

Skills
Retirement Planning, Defined Benefit, Retirement, Investments, Defined Contribution, 401k, Due Diligence, Finance, Retirement Plan..., Retirement Solutions, Series 63, Investment Advisory, Financial Advisory, Financial Services

Education
Eastern Illinois University
BA, Business/Economics

Wheaton Central

Jacqueline Busse Jacqueline Busse Greater Chicago Area Details
Jacqueline Busse's JMG Financial Group, Ltd. Experience January 2015 - July 2015
Job BUSSE LLC
Industry Construction
Experience
JMG Financial Group, Ltd.   January 2015 - July 2015
JMG Financial Group, Ltd.   January 2014 - January 2015
BUSSE, LLC.   May 2005 - August 2011
SNR, Inc   May 2001 - May 2005
National Safety Council  September 1989 - November 1990
Mitsushita / Panasonic   August 1988 - August 1989

Education
Northern Illinois University   2011 — 2012
MBA

Université Montesquieu-Bordeaux IV   2011 — 2012
Master's of International Management, International Business

Northern Illinois University
B.S., BUSINESS ADMINISTRATION

Dennis R. Marx Dennis R. Marx Greater Chicago Area Details
Dennis R. Marx's JMG Financial Group, Ltd. Experience 1991 - Present
Job Principal, JMG Financial Group, Ltd
Industry Investment Management
Experience
JMG Financial Group, Ltd  1991 - Present
Ernst & Young  1968 - 1991

Education
Harvard Business School   1985 — 1985
PMD, Management

Quinlan School of Business, Loyola University Chicago   1968 — 1970
MBA, Finance

University of Dayton   1964 — 1968
BS, Accounting

Brett Ludwig Brett Ludwig Oak Brook, Illinois Details
Brett Ludwig's JMG Financial Group, Ltd. Experience August 2014 - Present
Job Financial Planning Associate at JMG Financial Group, Ltd.
Industry Financial Services
Experience
JMG Financial Group, Ltd.   August 2014 - Present
Michigan Technological University  August 2010 - May 2014

Education
Michigan Technological University   2010 — 2014
Finance, Finance

Josh Kowalczyk Josh Kowalczyk Mokena, Illinois Details
Josh Kowalczyk's JMG Financial Group, Ltd. Experience June 2015 - Present
Job Financial Planning Associate at JMG Financial Group, Ltd.
Industry Media Production
Experience
JMG Financial Group, Ltd.   June 2015 - Present
Illini Media  April 2014 - May 2015
Illini Media  August 2012 - April 2014
Benda Manufacturing   May 2012 - August 2012

Skills
Finance, Communication Skills, Phone Skills, Statistics, German, Accounting, Strategic Financial..., Time Management, Microsoft Word, Microsoft Excel, Social Media, Microsoft Office, PowerPoint, Public Speaking, Teamwork, Social Networking, Leadership, Customer Service

Education
University of Illinois at Urbana-Champaign   2012 — 2015
Bachelor of Science (BS), Financial Planning and Services

Illinois State University   2011 — 2012

John Karavouzis, CFP John Karavouzis, CFP Greater Chicago Area Details
John Karavouzis, CFP's JMG Financial Group, Ltd. Experience September 2005 - Present
Job Senior Planning Associate at JMG Financial Group, LTD
Industry Financial Services
Experience
JMG Financial Group, LTD  September 2005 - Present

Education
Illinois State University   1998 — 2000
Bachelor of Science (BS), Finance

Erik Faust Erik Faust Greater Chicago Area Details
Erik Faust's JMG Financial Group, Ltd. Experience May 2011 - Present
Job Financial Planning Associate
Industry Financial Services
Experience
JMG Financial Group, Ltd.   May 2011 - Present
BP  March 2011 - May 2011
PepsiCo  June 2010 - January 2011
Hub International Scheer's (Formerly, Scheer's, Inc.)   May 2006 - August 2008

Education
Saint Xavier University   2008 — 2010
BBA, Finance

University of Illinois at Urbana-Champaign   2005 — 2008

Brother Rice High School   2001 — 2005

Dylan Fiedler Dylan Fiedler Milwaukee, Wisconsin Details
Dylan Fiedler's JMG Financial Group, Ltd. Experience May 2013 - August 2013
Job ITLP Intern GE Healthcare
Industry Computer Software
Experience
GE Healthcare  September 2015 - Present
Gordy's Marine  June 2014 - Present
GE  June 2015 - August 2015
UW-Madison Division of Recreational Sports  September 2011 - August 2015
State of Wisconsin Investment Board  May 2014 - November 2014
JMG Financial Group, LTD  May 2013 - August 2013
WSP Commodity Trading, LLC   January 2013 - January 2013

Skills
Microsoft Word, Customer Service, Social Media, Teamwork, Public Speaking, English, Investments, Options, Trading, Financial Services, Financial Risk, Analysis, Finance, Marketing, Financial Analysis, Technical Support, Programming

Education
University of Wisconsin-Madison   2011 — 2016
Bachelor of Business Administration (BBA), Finance, Investment & Banking; Computer Science; Mathematics, 3.6/4.00

Copenhagen Business School   2014 — 2014
International Finance

Jennifer Jahn Jennifer Jahn Oak Brook, Illinois Details
Jennifer Jahn's JMG Financial Group, Ltd. Experience December 1990 - Present
Job Investment Administration Dept Manager at JMG Financial Group, LTD
Industry Financial Services
Experience
JMG Financial Group, LTD  December 1990 - Present

Education
St. Norbert College   1986 — 1990
Bachelor of Arts (BA), Art/Art Studies, General

Suzanne Marsh, MBA Suzanne Marsh, MBA Greater Chicago Area Details
Suzanne Marsh, MBA's JMG Financial Group, Ltd. Experience October 2004 - January 2015
Job
Industry Financial Services
Experience
Cardinal Investment Advisors, LLC   January 2015 - Present
JMG Financial Group, Ltd.   October 2004 - January 2015
Scudder Investments/Deutsche Bank   May 2002 - October 2004

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2012 — 2015
MBA

University of St. Francis   1998 — 2002
BBA

Nazareth Academy   1994 — 1998

Bill Waight Bill Waight Greater Chicago Area Details
Bill Waight's JMG Financial Group, Ltd. Experience February 1999 - Present
Job Principal, CoChief Investment Officer at JMG Financial Group, Ltd.
Industry Financial Services
Experience
JMG Financial Group, Ltd.   February 1999 - Present
Ernst & Young  April 1995 - January 1999
JMG Financial Group, Ltd.   August 1991 - March 1995

Education
Purdue University - Krannert School of Management   1986 — 1990
BS, Management/Finance

Georgia State University - J. Mack Robinson College of Business   1996 — 1998
MBA, Finance

William E. Dever, Jr. William E. Dever, Jr. Greater Chicago Area Details
William E. Dever, Jr.'s JMG Financial Group, Ltd. Experience August 1986 - Present
Job Senior Partner at JMG Financial Group, Ltd.
Industry Financial Services
Experience
JMG Financial Group, Ltd.   August 1986 - Present

Education
University of Illinois at Urbana-Champaign   1977 — 1981
Bachelor's degree, Finance, General

DePaul University - Charles H. Kellstadt Graduate School of Business
Master's degree, Taxation

Jeff Dohner, CFA, CPA Jeff Dohner, CFA, CPA Greater Chicago Area Details
Jeff Dohner, CFA, CPA's JMG Financial Group, Ltd. Experience June 2012 - Present
Job Director of Compliance and Research at JMG Financial Group, Ltd.
Industry Financial Services
Experience
JMG Financial Group, Ltd.   June 2012 - Present
JMG Financial Group, Ltd.   October 1996 - June 2012
Hostmark Hospitality Group  February 1992 - October 1996

Education
Northern Illinois University   1983 — 1987
Bachelor of Science (BS), Accounting

Richard Pawelko Richard Pawelko Greater Chicago Area Details
Richard Pawelko's JMG Financial Group, Ltd. Experience June 1987 - Present
Job Senior Research Analyst at JMG Financial Group, Ltd.
Industry Financial Services
Experience
JMG Financial Group, Ltd.   June 1987 - Present
Eisenmann Corporation  November 1983 - July 1987
Arthur Andersen & Co.   December 1979 - November 1983

Skills
Wealth Management, Financial Planning, Retirement Planning, Investment Management, Tax Planning, Estate Planning

Education
Northern Illinois University   1974 — 1979
MAS, Accountancy

Justin Lesch Justin Lesch Greater Chicago Area Details
Justin Lesch's JMG Financial Group, Ltd. Experience September 2003 - Present
Job Financial Advisor at JMG Financial Group, LTD
Industry Financial Services
Experience
JMG Financial Group, LTD  September 2003 - Present
Sockers Youth Foundation, LTD.   January 2011 - Present

Skills
Retirement Planning, Wealth Management, Estate Planning, Financial Planning, Investment Management, Tax Planning

Education
College for Financial Planning   2005 — 2007
Master's degree, Financial Planning

Northwestern University   1999 — 2003
Bachelor's degree, Economics

Roxanne Ruceis Roxanne Ruceis Greater Chicago Area Details
Roxanne Ruceis's JMG Financial Group, Ltd. Experience January 2012 - Present
Job Financial Planning Associate at JMG Financial Group, Ltd.
Industry Financial Services
Experience
JMG Financial Group, Ltd.   January 2012 - Present
Liberty Tax Service  December 2010 - January 2012
AAA  June 2003 - August 2003
International Truck and Engine Corporation (Navistar)   June 2002 - August 2002
Added Value Mortgage   January 2002 - April 2002

Education
Northern Illinois University   2000 — 2003
Bachelor of Science (BS), Finance