Preparing for that next step in life isn't always easy. My combination of experience, professionalism as well as access to a wide variety of products and services can help you meet your financial goals, estate strategies, and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight, and capability. Contact me to discuss your financial future.
I have been a resident of Dallas for over 48 years. I reside in McKinney, Tx. with my wife Tammy, whom I have been married to for 30 years, and our two children Taylor (19) and Addison (17). I enjoy working out, playing golf, and staying active. I also enjoy being involved in my children's lives as much as a 17-yr old & a 19-year-old will let you. I graduated from Texas State University, where my wife and I met.
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 25 + years of experience in both the securities arena as well as the insurance arena helps my clients address these needs. As of today, July 2024, my 200+ clients have entrusted me with their assets in excess of $32M.
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 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 every day. 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.
General Information |
| Firm Start Year: | 1998 | |
| No. of Employees: | 1 | |
| Name of Broker/Dealer: | OSAIC FS, INC. |
| Number of Years with Current Firm: | 18 |
| Work Experience: | I started in the industry with Fidelity Investments over 25 years ago. Since then I have been with large financial institutions that provide economic security & comfort to my clients. My areas of expertise are asset management, tax advantage investments, retirement planning, college planning, and assisting clients with their life insurance & disability income insurance needs. One thing that I have learned throughout my years within this industry when speaking with prospects & clients is everyone is different when it comes to their needs, their comfort with investments, & their objectives. |
| Advisory Services Provided: | Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Investment Advice & Management, Financial Planning for Individuals |
Services |
| Investment Types: | Mutual Funds, Exchange Traded Funds (ETFs), Insurance, Annuities |
| Can meet clients in the following ways: | Your Office, Email, Phone, Our Office, Your Home |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Annuity, Life, Annuity, Disability |
Firm Information |
| Advisor's Number of Clients: | 200 |
| Assets Managed by Advisor: | $32,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Additional Details on Charges: | Fees are as follows: -percentage based on asset size of portfolio -flat fee for plan design |
Education |
| Bachelors of Science - Criminal Justice | Texas State University - San Marcos, Tx. 09/1987-05/1992 |
Disclosures |
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WiserAdvisor provides client referrals to financial professionals of Osaic FS. WiserAdvisor is not a current client of Osaic FS for brokerage or investment advisory services. Osaic FS's financial professionals pay cash compensation to WiserAdvisor for client referrals, which gives WiserAdvisor a financial incentive to make client referrals to Osaic financial professionals, resulting in a conflict of interest. Securities and investment advisor services offered through Osaic FS, Inc. member FINRA/SIPC. Osaic FS is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FS. For more information regarding Osaic FS's investment advisory services, please review Osaic FS's Form CRS and Forms ADV, Part 2A, which are available at: https://osaic.com/fs/accounts/disclosures |
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Additional Detailed Disclosures |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:30 AM - 5:00 PM |
| Tue. | 8:30 AM - 5:00 PM |
| Wed. | 8:30 AM - 5:00 PM |
| Thu. | 8:30 AM - 5:00 PM |
| Fri. | 8:30 AM - 5:00 PM |
| Addison | Allen |
| Carrollton | Coppell |
| Dallas | Frisco |
| Lake Dallas | Lewisville |
| Little Elm | Plano |
| Prosper | Richardson |
| Rockwall | Rowlett |
| Check |
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